Sage Investment Counsel’s Burford Capital BUR Stock Holding History

Sage Investment Counsel’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	$371K	Buy	90,600 +46,600	+106%	+$213K	0.37%	68
2026 Q1	$199K	Buy	44,000 +2,000	+5%	+$17.5K	0.22%	111
2025 Q4	$375K	Buy	42,000 +10,000	+31%	+$97.9K	0.41%	67
2025 Q3	$383K	Hold	32,000	–	–	0.42%	64
2025 Q2	$456K	Hold	32,000	–	–	0.53%	51
2025 Q1	$423K	Hold	32,000	–	–	0.54%	55
2024 Q4	$408K	Buy	+32,000	New	+$430K	0.53%	57

Other funds holding BUR

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Sage Investment Counsel's BUR Position: Q2 2026 in Review

Sage Investment Counsel increased its Burford Capital (BUR) stake by 106% in Q2 2026, buying an estimated $213K and bringing the position to 90,600 shares worth $371K. The position accounts for 0.37% of the portfolio, ranked #68.

Sage Investment Counsel first reported a position in BUR in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q2 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

Sage Investment Counsel held 90,600 shares of Burford Capital worth $371K as of Q2 2026.
Sage Investment Counsel bought 46,600 Burford Capital shares in Q2 2026, an estimated $213K.
Burford Capital made up 0.37% of Sage Investment Counsel's portfolio in Q2 2026, its #68 holding.
Sage Investment Counsel first reported a position in Burford Capital in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Burford Capital position peaked at $456K in Q2 2025.
234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.