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 Q2	–	Sell	-528	Closed	-$2.39K	–	1832
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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bell Investment Advisors's BUR Position: Q2 2026 in Review

Bell Investment Advisors sold out of Burford Capital (BUR) in Q2 2026, closing a stake of 528 shares — an estimated $2.39K sold.

Bell Investment Advisors first reported a position in BUR in Q3 2021 and held it in 6 quarters. The position peaked at $2.39K in Q1 2026. 235 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

Bell Investment Advisors reported no remaining Burford Capital position as of Q2 2026 after selling out during the quarter.
Bell Investment Advisors sold 528 Burford Capital shares in Q2 2026, an estimated $2.39K.
Bell Investment Advisors first reported a position in Burford Capital in Q3 2021 and held it in 6 quarters.
Bell Investment Advisors's Burford Capital position peaked at $2.39K in Q1 2026.
235 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.