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GWN Securities’s Burford Capital BUR Stock Holding History

GWN Securities’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 		$50.2K Sell
11,106
-1,591
-13% -$13.9K 0.01% 462
2025
Q4 		$113K Buy
12,697
+1,687
+15% +$16.5K 0.02% 438
2025
Q3 		$132K Buy
+11,010
New +$147K 0.03% 388

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
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 $1.01B AUM 13.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $2.9T AUM 29.55% 1-Year Est. Return

GWN Securities's BUR Position: Q1 2026 in Review

GWN Securities reduced its Burford Capital (BUR) stake by 13% in Q1 2026, selling an estimated $13.9K and leaving 11,106 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #462.

GWN Securities first reported a position in BUR in Q3 2025 and has held it in 3 quarters since. The position peaked at $132K in Q3 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • GWN Securities held 11,106 shares of Burford Capital worth $50.2K as of Q1 2026.
  • GWN Securities sold 1,591 Burford Capital shares in Q1 2026, an estimated $13.9K.
  • Burford Capital made up 0.01% of GWN Securities's portfolio in Q1 2026, its #462 holding.
  • GWN Securities first reported a position in Burford Capital in Q3 2025 and has held it in 3 quarters since.
  • GWN Securities's Burford Capital position peaked at $132K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.