LPL Financial
BUR icon

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
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 $245B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B 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 $653B AUM 32.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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