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Medallion Wealth Advisors’s Burford Capital BUR Stock Holding History

Medallion Wealth Advisors’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 		$242 Hold
59
– – ﹤0.01% 1061
2026
Q1 		$267 Hold
59
– – ﹤0.01% 1091
2025
Q4 		$526 Hold
59
– – ﹤0.01% 1076
2025
Q3 		$706 Hold
59
– – ﹤0.01% 1050
2025
Q2 		$775 Hold
59
– – ﹤0.01% 1034
2025
Q1 		$797 Hold
59
– – ﹤0.01% 1004
2024
Q4 		$752 Buy
+59
New +$792 ﹤0.01% 952

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

Medallion Wealth Advisors's BUR Position: Q2 2026 in Review

Medallion Wealth Advisors held its Burford Capital (BUR) position steady in Q2 2026 at 59 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Medallion Wealth Advisors first reported a position in BUR in Q4 2024 and has held it in 7 quarters since. The position peaked at $797 in Q1 2025. 235 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Medallion Wealth Advisors held 59 shares of Burford Capital worth $242 as of Q2 2026.
  • Medallion Wealth Advisors left its Burford Capital share count unchanged in Q2 2026.
  • Burford Capital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1061 holding.
  • Medallion Wealth Advisors first reported a position in Burford Capital in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Burford Capital position peaked at $797 in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.