RFP
BUR icon

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
Q2 		– Sell
-221
Closed -$999 – 822
2026
Q1 		$999 Buy
+221
New +$1.93K ﹤0.01% 2617

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Root Financial Partners's BUR Position: Q2 2026 in Review

Root Financial Partners sold out of Burford Capital (BUR) in Q2 2026, closing a stake of 221 shares — an estimated $999 sold.

Root Financial Partners first reported a position in BUR in Q1 2026 and held it in 1 quarter. The position peaked at $999 in Q1 2026. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Root Financial Partners reported no remaining Burford Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 221 Burford Capital shares in Q2 2026, an estimated $999.
  • Root Financial Partners first reported a position in Burford Capital in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Burford Capital position peaked at $999 in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.