SS
BUR icon

Sunbelt Securities’s Burford Capital BUR Stock Holding History

Sunbelt Securities’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 		$76K Buy
16,821
+2,071
+14% +$18.1K ﹤0.01% 919
2025
Q4 		$132K Sell
14,750
-500
-3% -$4.89K 0.01% 753
2025
Q3 		$182K Buy
15,250
+5,450
+56% +$72.9K 0.01% 674
2025
Q2 		$125K Sell
9,800
-4,700
-32% -$61.4K 0.01% 717
2025
Q1 		$192K Buy
14,500
+5,500
+61% +$77.2K 0.02% 574
2024
Q4 		$114K Buy
9,000
+4,700
+109% +$63.1K 0.01% 738
2024
Q3 		$57K Buy
+4,300
New +$57K 0.01% 911

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 $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.26T AUM 61.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's BUR Position: Q1 2026 in Review

Sunbelt Securities increased its Burford Capital (BUR) stake by 14% in Q1 2026, buying an estimated $18.1K and bringing the position to 16,821 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Sunbelt Securities first reported a position in BUR in Q3 2024 and has held it in 7 quarters since. The position peaked at $192K in Q1 2025. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Sunbelt Securities held 16,821 shares of Burford Capital worth $76K as of Q1 2026.
  • Sunbelt Securities bought 2,071 Burford Capital shares in Q1 2026, an estimated $18.1K.
  • Burford Capital made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #919 holding.
  • Sunbelt Securities first reported a position in Burford Capital in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's Burford Capital position peaked at $192K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.