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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
2022
Q4 		– Sell
-1,100
Closed -$8K – 1171
2022
Q3 		$8K Buy
+1,100
New +$10.5K ﹤0.01% 804

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

Summit Securities Group's BUR Position: Q2 2026 in Review

Summit Securities Group opened a new position in Burford Capital (BUR) in Q2 2026: 1,267 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BUR as recently as Q1 2025.

Summit Securities Group first reported a position in BUR in Q3 2022 and has held it in 4 quarters since. The position peaked at $183K in Q3 2022. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Summit Securities Group held 1,267 shares of Burford Capital worth $5.2K as of Q2 2026.
  • Burford Capital was a new Summit Securities Group position in Q2 2026.
  • Burford Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #969 holding.
  • Summit Securities Group first reported a position in Burford Capital in Q3 2022 and has held it in 4 quarters since.
  • Summit Securities Group's Burford Capital position peaked at $183K in Q3 2022.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.