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HB Wealth Management’s Burford Capital BUR Stock Holding History

HB Wealth Management’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 		$65K Buy
+15,858
New +$72.5K ﹤0.01% 1671

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

HB Wealth Management's BUR Position: Q2 2026 in Review

HB Wealth Management opened a new position in Burford Capital (BUR) in Q2 2026: 15,858 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings.

234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • HB Wealth Management held 15,858 shares of Burford Capital worth $65K as of Q2 2026.
  • Burford Capital was a new HB Wealth Management position in Q2 2026.
  • Burford Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1671 holding.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.