First Foundation Advisors’s Burford Capital BUR Stock Holding History

First Foundation 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	$1.56M	Hold	380,953	–	–	0.06%	155
2026 Q1	$1.72M	Buy	380,953 +1,080	+0.3%	+$9.45K	0.07%	148
2025 Q4	$3.39M	Buy	379,873 +71,315	+23%	+$698K	0.13%	104
2025 Q3	$3.69M	Sell	308,558 -6,800	-2%	-$90.9K	0.14%	104
2025 Q2	$4.5M	Sell	315,358 -69,683	-18%	-$911K	0.17%	89
2025 Q1	$5.09M	Sell	385,041 -90,106	-19%	-$1.26M	0.21%	77
2024 Q4	$6.06M	Hold	475,147	–	–	0.23%	75
2024 Q3	$6.3M	Hold	475,147	–	–	0.24%	71
2024 Q2	$6.2M	Buy	475,147 +915	+0.2%	+$13.4K	0.24%	71
2024 Q1	$7.57M	Hold	474,232	–	–	0.3%	66
2023 Q4	$7.4M	Buy	474,232 +35,000	+8%	+$468K	0.34%	62
2023 Q3	$6.15M	Hold	439,232	–	–	0.29%	70
2023 Q2	$5.35M	Buy	439,232 +38,400	+10%	+$497K	0.23%	78
2023 Q1	$4.43M	Buy	+400,832	New	+$3.33M	0.2%	82

Other funds holding BUR

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

PNAA

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

First Foundation Advisors's BUR Position: Q2 2026 in Review

First Foundation Advisors held its Burford Capital (BUR) position steady in Q2 2026 at 380,953 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #155.

First Foundation Advisors first reported a position in BUR in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.57M in Q1 2024. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

First Foundation Advisors held 380,953 shares of Burford Capital worth $1.56M as of Q2 2026.
First Foundation Advisors left its Burford Capital share count unchanged in Q2 2026.
Burford Capital made up 0.06% of First Foundation Advisors's portfolio in Q2 2026, its #155 holding.
First Foundation Advisors first reported a position in Burford Capital in Q1 2023 and has held it in 14 quarters since.
First Foundation Advisors's Burford Capital position peaked at $7.57M in Q1 2024.
234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.