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Private Wealth Management Group’s Burford Capital BUR Stock Holding History

Private Wealth Management 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
Q1 		– Sell
-384
Closed -$3.43K – 1451
2025
Q4 		$3.43K Buy
+384
New +$3.76K ﹤0.01% 911

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's BUR Position: Q1 2026 in Review

Private Wealth Management Group sold out of Burford Capital (BUR) in Q1 2026, closing a stake of 384 shares — an estimated $3.43K sold.

Private Wealth Management Group first reported a position in BUR in Q4 2025 and held it in 1 quarter. The position peaked at $3.43K in Q4 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Private Wealth Management Group reported no remaining Burford Capital position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 384 Burford Capital shares in Q1 2026, an estimated $3.43K.
  • Private Wealth Management Group first reported a position in Burford Capital in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Burford Capital position peaked at $3.43K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.