Focus Partners Wealth
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Focus Partners Wealth’s Burford Capital BUR Stock Holding History

Focus Partners Wealth’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 		$234K Buy
+57,130
New +$261K ﹤0.01% 2407
2025
Q1 		– Sell
-123,229
Closed -$1.57M – 1917
2024
Q4 		$1.57M Sell
123,229
-35,482
-22% -$476K ﹤0.01% 910
2024
Q3 		$2.1M Sell
158,711
-1,522
-0.9% -$20.2K 0.01% 761
2024
Q2 		$2.09M Buy
160,233
+16,956
+12% +$249K 0.01% 641
2024
Q1 		$2.29M Buy
+143,277
New +$2.13M 0.02% 455

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

Focus Partners Wealth's BUR Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Burford Capital (BUR) in Q2 2026: 57,130 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2407 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in BUR as recently as Q4 2024.

Focus Partners Wealth first reported a position in BUR in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2024. 235 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Focus Partners Wealth held 57,130 shares of Burford Capital worth $234K as of Q2 2026.
  • Burford Capital was a new Focus Partners Wealth position in Q2 2026.
  • Burford Capital made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2407 holding.
  • Focus Partners Wealth first reported a position in Burford Capital in Q1 2024 and has held it in 5 quarters since.
  • Focus Partners Wealth's Burford Capital position peaked at $2.29M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.