Guardian Wealth Management (Illinois)’s Burford Capital BUR Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-7,673	Closed	-$101K	–	84
2025 Q1	$101K	Hold	7,673	–	–	0.07%	79
2024 Q4	$97.8K	Sell	7,673 -1	-0%	-$13	0.07%	86
2024 Q3	$102K	Sell	7,674 -414	-5%	-$5.49K	0.07%	83
2024 Q2	$106K	Buy	8,088 +6	+0.1%	+$88	0.08%	79
2024 Q1	$129K	Hold	8,082	–	–	0.1%	78
2023 Q4	$126K	Buy	8,082 +5	+0.1%	+$67	0.11%	75
2023 Q3	$113K	Sell	8,077 -478	-6%	-$6.51K	0.11%	79
2023 Q2	$104K	Buy	8,555 +1	+0%	+$13	0.1%	84
2023 Q1	$94.6K	Sell	8,554 -4,651	-35%	-$38.6K	0.09%	85
2022 Q4	$108K	Buy	13,205 +5,180	+65%	+$42.9K	0.11%	88
2022 Q3	$60K	Buy	8,025 +2,000	+33%	+$19K	0.07%	98
2022 Q2	$61K	Hold	6,025	–	–	0.07%	103
2022 Q1	$55K	Hold	6,025	–	–	0.05%	118
2021 Q4	$64K	Buy	+6,025	New	+$64.1K	0.06%	109

Other funds holding BUR

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BUR Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Burford Capital (BUR) in Q2 2025, closing a stake of 7,673 shares — an estimated $101K sold.

Guardian Wealth Management (Illinois) first reported a position in BUR in Q4 2021 and held it in 14 quarters. The position peaked at $129K in Q1 2024. 192 funds tracked by Wall St. Rank hold BUR as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Burford Capital position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 7,673 Burford Capital shares in Q2 2025, an estimated $101K.
Guardian Wealth Management (Illinois) first reported a position in Burford Capital in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Burford Capital position peaked at $129K in Q1 2024.
192 funds tracked by Wall St. Rank held Burford Capital as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.