Proficio Capital Partners’s Burford Capital BUR Stock Holding History

Proficio Capital Partners’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	$373K	Sell	82,630 -150	-0.2%	-$1.31K	0.02%	192
2025 Q4	$738K	Buy	82,780 +150	+0.2%	+$1.47K	0.05%	142
2025 Q3	$988K	Sell	82,630 -30	-0%	-$401	0.07%	98
2025 Q2	$1.18M	Sell	82,660 -276	-0.3%	-$3.61K	0.07%	148
2025 Q1	$1.1M	Buy	82,936 +7,397	+10%	+$104K	0.08%	122
2024 Q4	$963K	Sell	75,539 -71,771	-49%	-$964K	0.08%	110
2024 Q3	$1.95M	Hold	147,310	–	–	0.19%	72
2024 Q2	$1.92M	Buy	147,310 +84,310	+134%	+$1.24M	0.2%	71
2024 Q1	$1.01M	Hold	63,000	–	–	0.11%	108
2023 Q4	$983K	Hold	63,000	–	–	0.12%	90
2023 Q3	$882K	Hold	63,000	–	–	0.12%	93
2023 Q2	$767K	Hold	63,000	–	–	0.1%	109
2023 Q1	$697K	Hold	63,000	–	–	0.11%	115
2022 Q4	$513K	Hold	63,000	–	–	0.1%	132
2022 Q3	$473K	Hold	63,000	–	–	0.09%	129
2022 Q2	$636K	Hold	63,000	–	–	0.12%	104
2022 Q1	$579K	Hold	63,000	–	–	0.09%	120
2021 Q4	$665K	Hold	63,000	–	–	0.09%	121
2021 Q3	$692K	Buy	+63,000	New	+$700K	0.09%	118

Other funds holding BUR

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BICM

Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Proficio Capital Partners's BUR Position: Q1 2026 in Review

Proficio Capital Partners reduced its Burford Capital (BUR) stake by 0.18% in Q1 2026, selling an estimated $1.31K and leaving 82,630 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #192.

Proficio Capital Partners first reported a position in BUR in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q3 2024. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

Proficio Capital Partners held 82,630 shares of Burford Capital worth $373K as of Q1 2026.
Proficio Capital Partners sold 150 Burford Capital shares in Q1 2026, an estimated $1.31K.
Burford Capital made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #192 holding.
Proficio Capital Partners first reported a position in Burford Capital in Q3 2021 and has held it in 19 quarters since.
Proficio Capital Partners's Burford Capital position peaked at $1.95M in Q3 2024.
227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.