Corient Private Wealth
BUR icon

Corient Private Wealth’s Burford Capital BUR Stock Holding History

Corient Private Wealth’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 		$233K Buy
56,756
+21,797
+62% +$99.6K ﹤0.01% 2720
2026
Q1 		$158K Sell
34,959
-8,404
-19% -$73.5K ﹤0.01% 2611
2025
Q4 		$387K Sell
43,363
-1,827
-4% -$17.9K ﹤0.01% 2012
2025
Q3 		$540K Sell
45,190
-16,169
-26% -$216K ﹤0.01% 1757
2025
Q2 		$875K Sell
61,359
-60,425
-50% -$790K ﹤0.01% 1427
2025
Q1 		$1.61M Sell
121,784
-32,140
-21% -$451K ﹤0.01% 1061
2024
Q4 		$1.96M Sell
153,924
-17,793
-10% -$239K ﹤0.01% 1013
2024
Q3 		$2.28M Sell
171,717
-53,808
-24% -$714K ﹤0.01% 1036
2024
Q2 		$2.94M Sell
225,525
-48,357
-18% -$710K 0.01% 877
2024
Q1 		$4.37M Sell
273,882
-2,545
-0.9% -$37.8K 0.01% 744
2023
Q4 		$4.31M Sell
276,427
-22,953
-8% -$307K 0.01% 729
2023
Q3 		$4.19M Sell
299,380
-170,460
-36% -$2.32M 0.01% 675
2023
Q2 		$5.72M Buy
+469,840
New +$6.08M 0.01% 596

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

Corient Private Wealth's BUR Position: Q2 2026 in Review

Corient Private Wealth increased its Burford Capital (BUR) stake by 62% in Q2 2026, buying an estimated $99.6K and bringing the position to 56,756 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Corient Private Wealth first reported a position in BUR in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.72M in Q2 2023. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Corient Private Wealth held 56,756 shares of Burford Capital worth $233K as of Q2 2026.
  • Corient Private Wealth bought 21,797 Burford Capital shares in Q2 2026, an estimated $99.6K.
  • Burford Capital made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2720 holding.
  • Corient Private Wealth first reported a position in Burford Capital in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Burford Capital position peaked at $5.72M in Q2 2023.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.