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Summit Securities Group’s Burford Capital BUR Stock Holding History

Summit Securities Group’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
2025
Q2 		– Sell
-10,283
Closed -$134K – 1111
2025
Q1 		$136K Buy
+10,283
New +$144K 0.02% 201
2023
Q2 		– Sell
-8,966
Closed -$99K – 899
2023
Q1 		$99K Buy
+8,966
New +$74.4K 0.01% 295
2022
Q4 		– Sell
-24,394
Closed -$183K – 1170
2022
Q3 		$183K Buy
+24,394
New +$232K 0.01% 429

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
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 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 $1.01B AUM 13.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Summit Securities Group's BUR Position: Q2 2025 in Review

Summit Securities Group sold out of Burford Capital (BUR) in Q2 2025, closing a stake of 10,283 shares — an estimated $134K sold.

Summit Securities Group first reported a position in BUR in Q3 2022 and held it in 3 quarters. The position peaked at $183K in Q3 2022. 192 funds tracked by Wall St. Rank hold BUR as of Q2 2025.

  • Summit Securities Group reported no remaining Burford Capital position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 10,283 Burford Capital shares in Q2 2025, an estimated $134K.
  • Summit Securities Group first reported a position in Burford Capital in Q3 2022 and held it in 3 quarters.
  • Summit Securities Group's Burford Capital position peaked at $183K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Burford Capital as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.