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Harbor Investment Advisory’s Burford Capital BUR Stock Holding History

Harbor Investment Advisory’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 		$820 Hold
200
– – ﹤0.01% 1244
2026
Q1 		$904 Hold
200
– – ﹤0.01% 1153
2025
Q4 		$1.78K Buy
+200
New +$1.96K ﹤0.01% 1139

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

Harbor Investment Advisory's BUR Position: Q2 2026 in Review

Harbor Investment Advisory held its Burford Capital (BUR) position steady in Q2 2026 at 200 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Harbor Investment Advisory first reported a position in BUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78K in Q4 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Harbor Investment Advisory held 200 shares of Burford Capital worth $820 as of Q2 2026.
  • Harbor Investment Advisory left its Burford Capital share count unchanged in Q2 2026.
  • Burford Capital made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1244 holding.
  • Harbor Investment Advisory first reported a position in Burford Capital in Q4 2025 and has held it in 3 quarters since.
  • Harbor Investment Advisory's Burford Capital position peaked at $1.78K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.