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
Q1 		$158K Sell
34,959
-51,767
-60% -$453K ﹤0.01% 2611
2025
Q4 		$774K Buy
86,726
+41,536
+92% +$407K ﹤0.01% 2036
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 $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