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Pinnacle Wealth Planning Services’s Burford Capital BUR Stock Holding History

Pinnacle Wealth Planning 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 		$242 Sell
59
-725
-92% -$3.31K ﹤0.01% 2704
2026
Q1 		$3.54K Buy
784
+59
+8% +$516 ﹤0.01% 2335
2025
Q4 		$6.47K Buy
+725
New +$7.1K ﹤0.01% 2196

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

Pinnacle Wealth Planning Services's BUR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Burford Capital (BUR) stake by 92% in Q2 2026, selling an estimated $3.31K and leaving 59 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Pinnacle Wealth Planning Services first reported a position in BUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.47K in Q4 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 59 shares of Burford Capital worth $242 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 725 Burford Capital shares in Q2 2026, an estimated $3.31K.
  • Burford Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2704 holding.
  • Pinnacle Wealth Planning Services first reported a position in Burford Capital in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Burford Capital position peaked at $6.47K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.