Creative Planning
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Creative Planning’s Burford Capital BUR Stock Holding History

Creative Planning’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 		$495K Buy
120,750
+93,624
+345% +$428K ﹤0.01% 3194
2026
Q1 		$123K Sell
27,126
-13,321
-33% -$117K ﹤0.01% 3854
2025
Q4 		$361K Buy
40,447
+28,352
+234% +$278K ﹤0.01% 3110
2025
Q3 		$145K Buy
12,095
+958
+9% +$12.8K ﹤0.01% 3588
2025
Q2 		$159K Sell
11,137
-5,752
-34% -$75.2K ﹤0.01% 3311
2025
Q1 		$223K Buy
+16,889
New +$237K ﹤0.01% 2976
2024
Q4 		– Sell
-22,255
Closed -$295K – 3600
2024
Q3 		$295K Buy
22,255
+10,667
+92% +$142K ﹤0.01% 2533
2024
Q2 		$151K Buy
+11,588
New +$170K ﹤0.01% 2754

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

Creative Planning's BUR Position: Q2 2026 in Review

Creative Planning increased its Burford Capital (BUR) stake by 345% in Q2 2026, buying an estimated $428K and bringing the position to 120,750 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #3194.

Creative Planning first reported a position in BUR in Q2 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Creative Planning held 120,750 shares of Burford Capital worth $495K as of Q2 2026.
  • Creative Planning bought 93,624 Burford Capital shares in Q2 2026, an estimated $428K.
  • Burford Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3194 holding.
  • Creative Planning first reported a position in Burford Capital in Q2 2024 and has held it in 8 quarters since.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.