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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Burford Capital BUR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-15
Closed -$134 – 522
2025
Q4 		$134 Hold
15
– – ﹤0.01% 519
2025
Q3 		$179 Hold
15
– – ﹤0.01% 527
2025
Q2 		$214 Hold
15
– – ﹤0.01% 483
2025
Q1 		$198 Hold
15
– – ﹤0.01% 463
2024
Q4 		$191 Hold
15
– – ﹤0.01% 461
2024
Q3 		$199 Hold
15
– – ﹤0.01% 364
2024
Q2 		$196 Buy
+15
New +$220 ﹤0.01% 348

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BUR Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Burford Capital (BUR) in Q1 2026, closing a stake of 15 shares — an estimated $134 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BUR in Q2 2024 and held it in 7 quarters. The position peaked at $214 in Q2 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Burford Capital position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 15 Burford Capital shares in Q1 2026, an estimated $134.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Burford Capital in Q2 2024 and held it in 7 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Burford Capital position peaked at $214 in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.