Root Financial Partners
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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
Q3 		$5.66K Buy
+1,445
New +$6.06K ﹤0.01% 2178
2026
Q2 		– Sell
-221
Closed -$999 – 822
2026
Q1 		$999 Buy
+221
New +$1.93K ﹤0.01% 2617

Other funds holding BUR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Greenhaven Road Investment Management
Greenhaven Road Investment Management Greenwich, Connecticut $130M AUM 16.38% 1-Year Est. Return

Root Financial Partners's BUR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Burford Capital (BUR) in Q3 2026: 1,445 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BUR as recently as Q1 2026.

Root Financial Partners first reported a position in BUR in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold BUR as of Q3 2026.

  • Root Financial Partners held 1,445 shares of Burford Capital worth $5.66K as of Q3 2026.
  • Burford Capital was a new Root Financial Partners position in Q3 2026.
  • Burford Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2178 holding.
  • Root Financial Partners first reported a position in Burford Capital in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Burford Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.