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Beacon Pointe Advisors’s Burford Capital BUR Stock Holding History

Beacon Pointe Advisors’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-65,987
Closed -$789K – 1514
2025
Q3 		$789K Buy
65,987
+11,183
+20% +$150K 0.01% 849
2025
Q2 		$782K Buy
54,804
+8,666
+19% +$113K 0.01% 743
2025
Q1 		$609K Buy
46,138
+23,901
+107% +$335K 0.01% 792
2024
Q4 		$284K Sell
22,237
-21,016
-49% -$282K ﹤0.01% 1034
2024
Q3 		$574K Buy
43,253
+5,243
+14% +$69.6K 0.01% 802
2024
Q2 		$496K Buy
+38,010
New +$558K 0.01% 870

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return

Beacon Pointe Advisors's BUR Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Burford Capital (BUR) in Q4 2025, closing a stake of 65,987 shares — an estimated $789K sold.

Beacon Pointe Advisors first reported a position in BUR in Q2 2024 and held it in 6 quarters. The position peaked at $789K in Q3 2025. 221 funds tracked by Wall St. Rank hold BUR as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Burford Capital position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 65,987 Burford Capital shares in Q4 2025, an estimated $789K.
  • Beacon Pointe Advisors first reported a position in Burford Capital in Q2 2024 and held it in 6 quarters.
  • Beacon Pointe Advisors's Burford Capital position peaked at $789K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Burford Capital as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.