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Toth Financial Advisory’s Burford Capital BUR Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-100
Closed -$1.2K – 935
2025
Q3 		$1.2K Buy
+100
New +$1.34K ﹤0.01% 738

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return

Toth Financial Advisory's BUR Position: Q4 2025 in Review

Toth Financial Advisory sold out of Burford Capital (BUR) in Q4 2025, closing a stake of 100 shares — an estimated $1.2K sold.

Toth Financial Advisory first reported a position in BUR in Q3 2025 and held it in 1 quarter. The position peaked at $1.2K in Q3 2025. 221 funds tracked by Wall St. Rank hold BUR as of Q4 2025.

  • Toth Financial Advisory reported no remaining Burford Capital position as of Q4 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Burford Capital shares in Q4 2025, an estimated $1.2K.
  • Toth Financial Advisory first reported a position in Burford Capital in Q3 2025 and held it in 1 quarter.
  • Toth Financial Advisory's Burford Capital position peaked at $1.2K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Burford Capital as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.