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Waverly Advisors’s Burford Capital BUR Stock Holding History

Waverly 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
2026
Q2 		$46.1K Buy
+11,250
New +$51.4K ﹤0.01% 1708

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

Waverly Advisors's BUR Position: Q2 2026 in Review

Waverly Advisors opened a new position in Burford Capital (BUR) in Q2 2026: 11,250 shares worth $46.1K. The stake represents ﹤0.01% of the portfolio and ranks #1708 among its holdings.

234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Waverly Advisors held 11,250 shares of Burford Capital worth $46.1K as of Q2 2026.
  • Burford Capital was a new Waverly Advisors position in Q2 2026.
  • Burford Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1708 holding.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.