Edgestream Partners’s Burford Capital BUR Stock Holding History

Edgestream Partners’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	–	Sell	-412,196	Closed	-$3.68M	–	896
2025 Q4	$3.68M	Buy	412,196 +283,482	+220%	+$2.78M	0.1%	348
2025 Q3	$1.54M	Sell	128,714 -35,680	-22%	-$477K	0.05%	581
2025 Q2	$2.34M	Buy	164,394 +142,923	+666%	+$1.87M	0.07%	497
2025 Q1	$284K	Buy	+21,471	New	+$301K	0.01%	770

Other funds holding BUR

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BICM

Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgestream Partners's BUR Position: Q1 2026 in Review

Edgestream Partners sold out of Burford Capital (BUR) in Q1 2026, closing a stake of 412,196 shares — an estimated $3.68M sold.

Edgestream Partners first reported a position in BUR in Q1 2025 and held it in 4 quarters. The position peaked at $3.68M in Q4 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

Edgestream Partners reported no remaining Burford Capital position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 412,196 Burford Capital shares in Q1 2026, an estimated $3.68M.
Edgestream Partners first reported a position in Burford Capital in Q1 2025 and held it in 4 quarters.
Edgestream Partners's Burford Capital position peaked at $3.68M in Q4 2025.
227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.