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 Q2	–	Sell	-213	Closed	-$963	–	2022
2026 Q1	$963	Buy	+213	New	+$1.86K	﹤0.01%	1459

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

Bogart Wealth LLC's BUR Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Burford Capital (BUR) in Q2 2026, closing a stake of 213 shares — an estimated $963 sold.

Bogart Wealth LLC first reported a position in BUR in Q1 2026 and held it in 1 quarter. The position peaked at $963 in Q1 2026. 235 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

Bogart Wealth LLC reported no remaining Burford Capital position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 213 Burford Capital shares in Q2 2026, an estimated $963.
Bogart Wealth LLC first reported a position in Burford Capital in Q1 2026 and held it in 1 quarter.
Bogart Wealth LLC's Burford Capital position peaked at $963 in Q1 2026.
235 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.