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Capital Advisors Inc’s Burford Capital BUR Stock Holding History

Capital Advisors Inc’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 		– Sell
-23,552
Closed -$210K – 362
2025
Q4 		$210K Buy
23,552
+7,952
+51% +$77.9K ﹤0.01% 325
2025
Q3 		$187K Buy
+15,600
New +$209K ﹤0.01% 329

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

Capital Advisors Inc's BUR Position: Q1 2026 in Review

Capital Advisors Inc sold out of Burford Capital (BUR) in Q1 2026, closing a stake of 23,552 shares — an estimated $210K sold.

Capital Advisors Inc first reported a position in BUR in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Capital Advisors Inc reported no remaining Burford Capital position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 23,552 Burford Capital shares in Q1 2026, an estimated $210K.
  • Capital Advisors Inc first reported a position in Burford Capital in Q3 2025 and held it in 2 quarters.
  • Capital Advisors Inc's Burford Capital position peaked at $210K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.