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Twin Peaks Wealth Advisors’s Burford Capital BUR Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-6
Closed -$83 – 446
2025
Q2 		$83 Buy
+6
New +$78 ﹤0.01% 2140

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.02T AUM 30.18% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Twin Peaks Wealth Advisors's BUR Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Burford Capital (BUR) in Q3 2025, closing a stake of 6 shares — an estimated $83 sold.

Twin Peaks Wealth Advisors first reported a position in BUR in Q2 2025 and held it in 1 quarter. The position peaked at $83 in Q2 2025. 211 funds tracked by Wall St. Rank hold BUR as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Burford Capital position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 6 Burford Capital shares in Q3 2025, an estimated $83.
  • Twin Peaks Wealth Advisors first reported a position in Burford Capital in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Burford Capital position peaked at $83 in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Burford Capital as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.