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
Q2 		$2.04M Buy
497,868
+55,747
+13% +$255K ﹤0.01% 2785
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 $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

Charles Schwab's BUR Position: Q2 2026 in Review

Charles Schwab increased its Burford Capital (BUR) stake by 13% in Q2 2026, buying an estimated $255K and bringing the position to 497,868 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Charles Schwab first reported a position in BUR in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.92M in Q2 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Charles Schwab held 497,868 shares of Burford Capital worth $2.04M as of Q2 2026.
  • Charles Schwab bought 55,747 Burford Capital shares in Q2 2026, an estimated $255K.
  • Burford Capital made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2785 holding.
  • Charles Schwab first reported a position in Burford Capital in Q3 2023 and has held it in 11 quarters since.
  • Charles Schwab's Burford Capital position peaked at $6.92M in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.