EH
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Equitable Holdings’s Burford Capital BUR Stock Holding History

Equitable Holdings’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 		$45.9K Hold
11,185
– – ﹤0.01% 1784
2026
Q1 		$99.8K Buy
11,185
+680
+6% +$5.95K ﹤0.01% 1649
2025
Q4 		$93.7K Buy
+10,505
New +$103K ﹤0.01% 1542

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

Equitable Holdings's BUR Position: Q2 2026 in Review

Equitable Holdings held its Burford Capital (BUR) position steady in Q2 2026 at 11,185 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Equitable Holdings first reported a position in BUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.8K in Q1 2026. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Equitable Holdings held 11,185 shares of Burford Capital worth $45.9K as of Q2 2026.
  • Equitable Holdings left its Burford Capital share count unchanged in Q2 2026.
  • Burford Capital made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1784 holding.
  • Equitable Holdings first reported a position in Burford Capital in Q4 2025 and has held it in 3 quarters since.
  • Equitable Holdings's Burford Capital position peaked at $99.8K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.