BIA
BUR icon

Bell Investment Advisors’s Burford Capital BUR Stock Holding History

Bell Investment 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
2026
Q1 		$2.39K Buy
+528
New +$4.62K ﹤0.01% 1270
2025
Q2 		– Sell
-70
Closed -$925 – 1898
2025
Q1 		$925 Buy
70
+33
+89% +$463 ﹤0.01% 1576
2024
Q4 		$472 Buy
+37
New +$497 ﹤0.01% 1789
2024
Q3 		– Sell
-38
Closed -$496 – 1891
2024
Q2 		$496 Buy
+38
New +$558 ﹤0.01% 1822
2022
Q3 		– Sell
-59
Closed -$1K – 1737
2022
Q2 		$1K Buy
+59
New +$518 ﹤0.01% 1349
2021
Q4 		– Sell
-49
Closed -$1K – 1787
2021
Q3 		$1K Buy
+49
New +$544 ﹤0.01% 1290

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bell Investment Advisors's BUR Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in Burford Capital (BUR) in Q1 2026: 528 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in BUR as recently as Q1 2025.

Bell Investment Advisors first reported a position in BUR in Q3 2021 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Bell Investment Advisors held 528 shares of Burford Capital worth $2.39K as of Q1 2026.
  • Burford Capital was a new Bell Investment Advisors position in Q1 2026.
  • Burford Capital made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1270 holding.
  • Bell Investment Advisors first reported a position in Burford Capital in Q3 2021 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.