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EverSource Wealth Advisors’s Burford Capital BUR Stock Holding History

EverSource Wealth Advisors’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 		$18.2K Buy
4,430
+3,179
+254% +$14.5K ﹤0.01% 2510
2026
Q1 		$5.65K Buy
1,251
+154
+14% +$1.35K ﹤0.01% 3212
2025
Q4 		$9.79K Buy
1,097
+412
+60% +$4.03K ﹤0.01% 2804
2025
Q3 		$8.19K Sell
685
-193
-22% -$2.58K ﹤0.01% 2925
2025
Q2 		$12.5K Buy
878
+573
+188% +$7.49K ﹤0.01% 2655
2025
Q1 		$4.03K Buy
305
+149
+96% +$2.09K ﹤0.01% 2599
2024
Q4 		$1.99K Sell
156
-67
-30% -$899 ﹤0.01% 2708
2024
Q3 		$2.96K Buy
223
+71
+47% +$942 ﹤0.01% 2415
2024
Q2 		$2.15K Sell
152
-90
-37% -$1.32K ﹤0.01% 2529
2024
Q1 		$3.7K Sell
242
-5
-2% -$74 ﹤0.01% 2180
2023
Q4 		$3.85K Buy
+247
New +$3.3K ﹤0.01% 1961

Other funds holding BUR

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

EverSource Wealth Advisors's BUR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Burford Capital (BUR) stake by 254% in Q2 2026, buying an estimated $14.5K and bringing the position to 4,430 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

EverSource Wealth Advisors first reported a position in BUR in Q4 2023 and has held it in 11 quarters since. 62 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • EverSource Wealth Advisors held 4,430 shares of Burford Capital worth $18.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,179 Burford Capital shares in Q2 2026, an estimated $14.5K.
  • Burford Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2510 holding.
  • EverSource Wealth Advisors first reported a position in Burford Capital in Q4 2023 and has held it in 11 quarters since.
  • 62 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.