N.E.W. Advisory Services’s Burford Capital BUR Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-1,000	Closed	-$4.52K	–	986
2026 Q1	$4.52K	Buy	+1,000	New	+$8.75K	﹤0.01%	749
2025 Q4	–	Sell	-1,500	Closed	-$17.9K	–	901
2025 Q3	$17.9K	Hold	1,500	–	–	﹤0.01%	480
2025 Q2	$21.4K	Hold	1,500	–	–	﹤0.01%	449
2025 Q1	$19.8K	Buy	+1,500	New	+$21.1K	﹤0.01%	497

Other funds holding BUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MCS

Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's BUR Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Burford Capital (BUR) in Q2 2026, closing a stake of 1,000 shares — an estimated $4.52K sold.

N.E.W. Advisory Services first reported a position in BUR in Q1 2025 and held it in 4 quarters. The position peaked at $21.4K in Q2 2025. 108 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

N.E.W. Advisory Services reported no remaining Burford Capital position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 1,000 Burford Capital shares in Q2 2026, an estimated $4.52K.
N.E.W. Advisory Services first reported a position in Burford Capital in Q1 2025 and held it in 4 quarters.
N.E.W. Advisory Services's Burford Capital position peaked at $21.4K in Q2 2025.
108 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.