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Root Financial Partners’s Burford Capital BUR Stock Holding History

Root Financial 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 		$999 Buy
+221
New +$1.93K ﹤0.01% 2617

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 $1.13B AUM 17.98% 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

Root Financial Partners's BUR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Burford Capital (BUR) in Q1 2026: 221 shares worth $999. The stake represents ﹤0.01% of the portfolio and ranks #2617 among its holdings.

227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Root Financial Partners held 221 shares of Burford Capital worth $999 as of Q1 2026.
  • Burford Capital was a new Root Financial Partners position in Q1 2026.
  • Burford Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2617 holding.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.