BWL
BUR icon

Bogart Wealth LLC’s Burford Capital BUR Stock Holding History

Bogart Wealth LLC’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 		$963 Buy
+213
New +$1.86K ﹤0.01% 1459

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

Bogart Wealth LLC's BUR Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Burford Capital (BUR) in Q1 2026: 213 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Bogart Wealth LLC held 213 shares of Burford Capital worth $963 as of Q1 2026.
  • Burford Capital was a new Bogart Wealth LLC position in Q1 2026.
  • Burford Capital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1459 holding.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.