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True Wealth Design’s Burford Capital BUR Stock Holding History

True Wealth Design’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 		$14.1K Buy
3,446
+3,425
+16,310% +$15.6K ﹤0.01% 946
2026
Q1 		$95 Buy
+21
New +$184 ﹤0.01% 2479
2025
Q4 		– Sell
-90
Closed -$1.08K – 2603
2025
Q3 		$1.08K Buy
90
+21
+30% +$281 ﹤0.01% 1721
2025
Q2 		$984 Buy
+69
New +$902 ﹤0.01% 1470

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

True Wealth Design's BUR Position: Q2 2026 in Review

True Wealth Design increased its Burford Capital (BUR) stake by 16,310% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,446 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

True Wealth Design first reported a position in BUR in Q2 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • True Wealth Design held 3,446 shares of Burford Capital worth $14.1K as of Q2 2026.
  • True Wealth Design bought 3,425 Burford Capital shares in Q2 2026, an estimated $15.6K.
  • Burford Capital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #946 holding.
  • True Wealth Design first reported a position in Burford Capital in Q2 2025 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.