Merit Financial Group
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Merit Financial Group’s Burford Capital BUR Stock Holding History

Merit Financial Group’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 		$184K Sell
46,940
-3,358
-7% -$14.1K ﹤0.01% 2236
2026
Q2 		$206K Buy
+50,298
New +$230K ﹤0.01% 2100

Other funds holding BUR

Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DG Capital Management
DG Capital Management New York $451M AUM 20.71% 1-Year Est. Return

Merit Financial Group's BUR Position: Q3 2026 in Review

Merit Financial Group reduced its Burford Capital (BUR) stake by 6.7% in Q3 2026, selling an estimated $14.1K and leaving 46,940 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Merit Financial Group first reported a position in BUR in Q2 2026 and has held it in 2 quarters since. The position peaked at $206K in Q2 2026. 141 funds tracked by Wall St. Rank hold BUR as of Q3 2026.

  • Merit Financial Group held 46,940 shares of Burford Capital worth $184K as of Q3 2026.
  • Merit Financial Group sold 3,358 Burford Capital shares in Q3 2026, an estimated $14.1K.
  • Burford Capital made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2236 holding.
  • Merit Financial Group first reported a position in Burford Capital in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Burford Capital position peaked at $206K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Burford Capital as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.