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Clearstead Advisors’s Burford Capital BUR Stock Holding History

Clearstead 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 		$1.53K Buy
+374
New +$1.71K ﹤0.01% 2571
2026
Q1 		– Sell
-28
Closed -$250 – 2336
2025
Q4 		$250 Buy
+28
New +$274 ﹤0.01% 2396
2025
Q3 		– Sell
-9
Closed -$129 – 3116
2025
Q2 		$129 Buy
+9
New +$118 ﹤0.01% 2592

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

Clearstead Advisors's BUR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Burford Capital (BUR) in Q2 2026: 374 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #2571 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BUR as recently as Q4 2025.

Clearstead Advisors first reported a position in BUR in Q2 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Clearstead Advisors held 374 shares of Burford Capital worth $1.53K as of Q2 2026.
  • Burford Capital was a new Clearstead Advisors position in Q2 2026.
  • Burford Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2571 holding.
  • Clearstead Advisors first reported a position in Burford Capital in Q2 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.