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Summit Trail Advisors’s Burford Capital BUR Stock Holding History

Summit Trail Advisors’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 		$142K Buy
34,682
+6,779
+24% +$31K ﹤0.01% 1434
2026
Q1 		$126K Buy
27,903
+473
+2% +$4.14K ﹤0.01% 1404
2025
Q4 		$245K Buy
27,430
+146
+0.5% +$1.43K ﹤0.01% 1242
2025
Q3 		$326K Buy
27,284
+3,363
+14% +$45K ﹤0.01% 1183
2025
Q2 		$341K Sell
23,921
-1,645
-6% -$21.5K 0.01% 872
2025
Q1 		$338K Buy
+25,566
New +$359K 0.01% 304

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 Trail Advisors's BUR Position: Q2 2026 in Review

Summit Trail Advisors increased its Burford Capital (BUR) stake by 24% in Q2 2026, buying an estimated $31K and bringing the position to 34,682 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Summit Trail Advisors first reported a position in BUR in Q1 2025 and has held it in 6 quarters since. The position peaked at $341K in Q2 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Summit Trail Advisors held 34,682 shares of Burford Capital worth $142K as of Q2 2026.
  • Summit Trail Advisors bought 6,779 Burford Capital shares in Q2 2026, an estimated $31K.
  • Burford Capital made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1434 holding.
  • Summit Trail Advisors first reported a position in Burford Capital in Q1 2025 and has held it in 6 quarters since.
  • Summit Trail Advisors's Burford Capital position peaked at $341K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.