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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
Q3 		$784 Hold
200
– – ﹤0.01% 1369
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Harbor Investment Advisory's BUR Position: Q3 2026 in Review

Harbor Investment Advisory held its Burford Capital (BUR) position steady in Q3 2026 at 200 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Harbor Investment Advisory first reported a position in BUR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.78K in Q4 2025. 12 funds tracked by Wall St. Rank hold BUR as of Q3 2026.

  • Harbor Investment Advisory held 200 shares of Burford Capital worth $784 as of Q3 2026.
  • Harbor Investment Advisory left its Burford Capital share count unchanged in Q3 2026.
  • Burford Capital made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1369 holding.
  • Harbor Investment Advisory first reported a position in Burford Capital in Q4 2025 and has held it in 4 quarters since.
  • Harbor Investment Advisory's Burford Capital position peaked at $1.78K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Burford Capital as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.