CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Burford Capital BUR Stock Holding History

CAPTRUST Financial 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 		$272K Buy
+66,355
New +$303K ﹤0.01% 2667
2025
Q2 		– Sell
-26,825
Closed -$354K – 2523
2025
Q1 		$354K Buy
+26,825
New +$377K ﹤0.01% 1851

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

CAPTRUST Financial Advisors's BUR Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Burford Capital (BUR) in Q2 2026: 66,355 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #2667 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in BUR as recently as Q1 2025.

CAPTRUST Financial Advisors first reported a position in BUR in Q1 2025 and has held it in 2 quarters since. The position peaked at $354K in Q1 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • CAPTRUST Financial Advisors held 66,355 shares of Burford Capital worth $272K as of Q2 2026.
  • Burford Capital was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Burford Capital made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2667 holding.
  • CAPTRUST Financial Advisors first reported a position in Burford Capital in Q1 2025 and has held it in 2 quarters since.
  • CAPTRUST Financial Advisors's Burford Capital position peaked at $354K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.