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 Q2	$206K	Buy	+50,298	New	+$230K	﹤0.01%	2100

Other funds holding BUR

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Merit Financial Group's BUR Position: Q2 2026 in Review

Merit Financial Group opened a new position in Burford Capital (BUR) in Q2 2026: 50,298 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings.

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

Merit Financial Group held 50,298 shares of Burford Capital worth $206K as of Q2 2026.
Burford Capital was a new Merit Financial Group position in Q2 2026.
Burford Capital made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2100 holding.
15 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.