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Physician Wealth Advisors’s Burford Capital BUR Stock Holding History

Physician 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 		$160 Sell
39
-57
-59% -$260 ﹤0.01% 2310
2026
Q1 		$434 Buy
+96
New +$840 ﹤0.01% 1969

Other funds holding BUR

MAA
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Burford Capital (BUR) stake by 59% in Q2 2026, selling an estimated $260 and leaving 39 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Physician Wealth Advisors first reported a position in BUR in Q1 2026 and has held it in 2 quarters since. The position peaked at $434 in Q1 2026. 21 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Physician Wealth Advisors held 39 shares of Burford Capital worth $160 as of Q2 2026.
  • Physician Wealth Advisors sold 57 Burford Capital shares in Q2 2026, an estimated $260.
  • Burford Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2310 holding.
  • Physician Wealth Advisors first reported a position in Burford Capital in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Burford Capital position peaked at $434 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.