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Steward Partners Investment Advisory’s Burford Capital BUR Stock Holding History

Steward Partners Investment Advisory’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 		$78.2K Sell
17,294
-2,799
-14% -$24.5K ﹤0.01% 2523
2025
Q4 		$179K Sell
20,093
-2,867
-12% -$28.1K ﹤0.01% 1978
2025
Q3 		$275K Buy
22,960
+8,615
+60% +$115K ﹤0.01% 1701
2025
Q2 		$205K Buy
14,345
+697
+5% +$9.11K ﹤0.01% 1754
2025
Q1 		$180K Buy
13,648
+406
+3% +$5.7K ﹤0.01% 1698
2024
Q4 		$169K Buy
13,242
+4,670
+54% +$62.7K ﹤0.01% 1703
2024
Q3 		$114K Buy
8,572
+1,738
+25% +$23.1K ﹤0.01% 1814
2024
Q2 		$89.2K Buy
6,834
+2,140
+46% +$31.4K ﹤0.01% 1837
2024
Q1 		$75K Buy
4,694
+1,139
+32% +$16.9K ﹤0.01% 1898
2023
Q4 		$55.5K Buy
3,555
+794
+29% +$10.6K ﹤0.01% 1936
2023
Q3 		$38.7K Buy
2,761
+1,012
+58% +$13.8K ﹤0.01% 2028
2023
Q2 		$21.3K Buy
+1,749
New +$22.6K ﹤0.01% 2259

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.65B AUM 9.66% 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 $3.37T AUM 44.26% 1-Year Est. Return

Steward Partners Investment Advisory's BUR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Burford Capital (BUR) stake by 14% in Q1 2026, selling an estimated $24.5K and leaving 17,294 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Steward Partners Investment Advisory first reported a position in BUR in Q2 2023 and has held it in 12 quarters since. The position peaked at $275K in Q3 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Steward Partners Investment Advisory held 17,294 shares of Burford Capital worth $78.2K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,799 Burford Capital shares in Q1 2026, an estimated $24.5K.
  • Burford Capital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2523 holding.
  • Steward Partners Investment Advisory first reported a position in Burford Capital in Q2 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Burford Capital position peaked at $275K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.