Charles Schwab
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Charles Schwab’s Burford Capital BUR Stock Holding History

Charles Schwab’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 		$2M Sell
442,121
-58,308
-12% -$510K ﹤0.01% 2722
2025
Q4 		$4.46M Buy
500,429
+702
+0.1% +$6.87K ﹤0.01% 2503
2025
Q3 		$5.98M Buy
499,727
+14,423
+3% +$193K ﹤0.01% 2355
2025
Q2 		$6.92M Sell
485,304
-2,029
-0.4% -$26.5K ﹤0.01% 2184
2025
Q1 		$6.44M Buy
487,333
+5,272
+1% +$74K ﹤0.01% 2164
2024
Q4 		$6.15M Buy
482,061
+1,746
+0.4% +$23.4K ﹤0.01% 2246
2024
Q3 		$6.37M Buy
480,315
+2,277
+0.5% +$30.2K ﹤0.01% 2249
2024
Q2 		$6.24M Buy
+478,038
New +$7.02M ﹤0.01% 2256
2024
Q1 		– Sell
-138,888
Closed -$2.17M – 3477
2023
Q4 		$2.17M Buy
138,888
+20,224
+17% +$270K ﹤0.01% 2593
2023
Q3 		$1.66M Buy
+118,664
New +$1.62M ﹤0.01% 2657

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B 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 $653B AUM 32.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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