Evelyn Partners
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Evelyn Partners’s Burford Capital BUR Stock Holding History

Evelyn 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
Q3 		$804K Sell
205,180
-79,902
-28% -$335K 0.01% 211
2026
Q2 		$1.17M Buy
+285,082
New +$1.3M ﹤0.01% 169

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Pictet North America Advisors
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Greenhaven Road Investment Management
Greenhaven Road Investment Management Greenwich, Connecticut $130M AUM 16.38% 1-Year Est. Return

Evelyn Partners's BUR Position: Q3 2026 in Review

Evelyn Partners reduced its Burford Capital (BUR) stake by 28% in Q3 2026, selling an estimated $335K and leaving 205,180 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #211.

Evelyn Partners first reported a position in BUR in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q2 2026. 178 funds tracked by Wall St. Rank hold BUR as of Q3 2026.

  • Evelyn Partners held 205,180 shares of Burford Capital worth $804K as of Q3 2026.
  • Evelyn Partners sold 79,902 Burford Capital shares in Q3 2026, an estimated $335K.
  • Burford Capital made up 0.01% of Evelyn Partners's portfolio in Q3 2026, its #211 holding.
  • Evelyn Partners first reported a position in Burford Capital in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Burford Capital position peaked at $1.17M in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Burford Capital as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.