Rockefeller Capital Management
BUR icon

Rockefeller Capital Management’s Burford Capital BUR Stock Holding History

Rockefeller Capital Management’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 		$12.1K Sell
2,673
-700
-21% -$6.12K ﹤0.01% 3913
2025
Q4 		$30.1K Sell
3,373
-520
-13% -$5.09K ﹤0.01% 3311
2025
Q3 		$46.6K Buy
+3,893
New +$52.1K ﹤0.01% 2947
2023
Q1 		– Sell
-2,673
Closed -$21K – 2238
2022
Q4 		$21K Sell
2,673
-275
-9% -$2.28K ﹤0.01% 2776
2022
Q3 		$22K Buy
2,948
+2,184
+286% +$20.8K ﹤0.01% 2724
2022
Q2 		$7K Buy
764
+369
+93% +$3.24K ﹤0.01% 3284
2022
Q1 		$3K Buy
+395
New +$3.76K ﹤0.01% 3479

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Capital Management's BUR Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Burford Capital (BUR) stake by 21% in Q1 2026, selling an estimated $6.12K and leaving 2,673 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

Rockefeller Capital Management first reported a position in BUR in Q1 2022 and has held it in 7 quarters since. The position peaked at $46.6K in Q3 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Rockefeller Capital Management held 2,673 shares of Burford Capital worth $12.1K as of Q1 2026.
  • Rockefeller Capital Management sold 700 Burford Capital shares in Q1 2026, an estimated $6.12K.
  • Burford Capital made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3913 holding.
  • Rockefeller Capital Management first reported a position in Burford Capital in Q1 2022 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Burford Capital position peaked at $46.6K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

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