SVB Wealth’s Burford Capital BUR Stock Holding History

SVB Wealth’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	-153	Closed	-$2.02K	–	696
2025 Q1	$2.02K	Buy	+153	New	+$2.15K	﹤0.01%	1233

Other funds holding BUR

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's BUR Position: Q2 2025 in Review

SVB Wealth sold out of Burford Capital (BUR) in Q2 2025, closing a stake of 153 shares — an estimated $2.02K sold.

SVB Wealth first reported a position in BUR in Q1 2025 and held it in 1 quarter. The position peaked at $2.02K in Q1 2025. 192 funds tracked by Wall St. Rank hold BUR as of Q2 2025.

SVB Wealth reported no remaining Burford Capital position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 153 Burford Capital shares in Q2 2025, an estimated $2.02K.
SVB Wealth first reported a position in Burford Capital in Q1 2025 and held it in 1 quarter.
SVB Wealth's Burford Capital position peaked at $2.02K in Q1 2025.
192 funds tracked by Wall St. Rank held Burford Capital as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.