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
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 $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth's BUR Position: Q1 2025 in Review

Focus Partners Wealth sold out of Burford Capital (BUR) in Q1 2025, closing a stake of 123,229 shares — an estimated $1.57M sold.

Focus Partners Wealth first reported a position in BUR in Q1 2024 and held it in 4 quarters. The position peaked at $2.29M in Q1 2024. 206 funds tracked by Wall St. Rank hold BUR as of Q1 2025.

  • Focus Partners Wealth reported no remaining Burford Capital position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 123,229 Burford Capital shares in Q1 2025, an estimated $1.57M.
  • Focus Partners Wealth first reported a position in Burford Capital in Q1 2024 and held it in 4 quarters.
  • Focus Partners Wealth's Burford Capital position peaked at $2.29M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Burford Capital as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.