Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Burford Capital BUR Stock Holding History

Carson Wealth (CWM 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 		$102K Sell
22,508
-5,184
-19% -$45.3K ﹤0.01% 3255
2025
Q4 		$247K Buy
27,692
+23,339
+536% +$229K ﹤0.01% 2393
2025
Q3 		$52K Buy
4,353
+728
+20% +$9.73K ﹤0.01% 3496
2025
Q2 		$52K Buy
3,625
+2,058
+131% +$26.9K ﹤0.01% 3246
2025
Q1 		$21K Buy
1,567
+774
+98% +$10.9K ﹤0.01% 3619
2024
Q4 		$10K Buy
793
+426
+116% +$5.72K ﹤0.01% 3845
2024
Q3 		$5K Buy
+367
New +$4.87K ﹤0.01% 4069

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BUR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Burford Capital (BUR) stake by 19% in Q1 2026, selling an estimated $45.3K and leaving 22,508 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

Carson Wealth (CWM LLC) first reported a position in BUR in Q3 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,508 shares of Burford Capital worth $102K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,184 Burford Capital shares in Q1 2026, an estimated $45.3K.
  • Burford Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3255 holding.
  • Carson Wealth (CWM LLC) first reported a position in Burford Capital in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Burford Capital position peaked at $247K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.