LPL Financial
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LPL Financial’s Burford Capital BUR Stock Holding History

LPL Financial’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 		$736K Sell
179,444
-48,350
-21% -$221K ﹤0.01% 4687
2026
Q1 		$1.03M Buy
227,794
+147,817
+185% +$1.29M ﹤0.01% 4147
2025
Q4 		$713K Sell
79,977
-20,596
-20% -$202K ﹤0.01% 4394
2025
Q3 		$1.2M Buy
100,573
+25,284
+34% +$338K ﹤0.01% 3822
2025
Q2 		$1.07M Buy
75,289
+1,914
+3% +$25K ﹤0.01% 3689
2025
Q1 		$969K Sell
73,375
-2,983
-4% -$41.9K ﹤0.01% 3587
2024
Q4 		$974K Buy
76,358
+2,307
+3% +$31K ﹤0.01% 3511
2024
Q3 		$982K Sell
74,051
-90
-0.1% -$1.19K ﹤0.01% 3426
2024
Q2 		$968K Buy
74,141
+22,881
+45% +$336K ﹤0.01% 3287
2024
Q1 		$819K Buy
51,260
+3,508
+7% +$52K ﹤0.01% 3357
2023
Q4 		$745K Buy
47,752
+4,189
+10% +$56K ﹤0.01% 3319
2023
Q3 		$610K Buy
43,563
+1,898
+5% +$25.9K ﹤0.01% 3311
2023
Q2 		$507K Buy
+41,665
New +$539K ﹤0.01% 3437

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

LPL Financial's BUR Position: Q2 2026 in Review

LPL Financial reduced its Burford Capital (BUR) stake by 21% in Q2 2026, selling an estimated $221K and leaving 179,444 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

LPL Financial first reported a position in BUR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • LPL Financial held 179,444 shares of Burford Capital worth $736K as of Q2 2026.
  • LPL Financial sold 48,350 Burford Capital shares in Q2 2026, an estimated $221K.
  • Burford Capital made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4687 holding.
  • LPL Financial first reported a position in Burford Capital in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's Burford Capital position peaked at $1.2M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.