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Cornerstone Planning Group’s Burford Capital BUR Stock Holding History

Cornerstone Planning Group’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
2025
Q3 		– Sell
-37
Closed -$471 – 1707
2025
Q2 		$471 Sell
37
-21
-36% -$274 ﹤0.01% 1316
2025
Q1 		$810 Sell
58
-87
-60% -$1.22K ﹤0.01% 1176
2024
Q4 		$2.12K Buy
145
+58
+67% +$779 ﹤0.01% 785
2024
Q3 		$1.18K Buy
+87
New +$1.15K ﹤0.01% 906

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cornerstone Planning Group's BUR Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Burford Capital (BUR) in Q3 2025, closing a stake of 37 shares — an estimated $471 sold.

Cornerstone Planning Group first reported a position in BUR in Q3 2024 and held it in 4 quarters. The position peaked at $2.12K in Q4 2024. 211 funds tracked by Wall St. Rank hold BUR as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Burford Capital position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 37 Burford Capital shares in Q3 2025, an estimated $471.
  • Cornerstone Planning Group first reported a position in Burford Capital in Q3 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Burford Capital position peaked at $2.12K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Burford Capital as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.