Wealth Enhancement Advisory Services
BUR icon

Wealth Enhancement Advisory Services’s Burford Capital BUR Stock Holding History

Wealth Enhancement Advisory Services’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 		$642K Buy
168,827
+151,144
+855% +$691K ﹤0.01% 2454
2026
Q1 		$73.2K Buy
17,683
+4,194
+31% +$36.7K ﹤0.01% 3376
2025
Q4 		$125K Buy
+13,489
New +$132K ﹤0.01% 3388

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

Wealth Enhancement Advisory Services's BUR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Burford Capital (BUR) stake by 855% in Q2 2026, buying an estimated $691K and bringing the position to 168,827 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Wealth Enhancement Advisory Services first reported a position in BUR in Q4 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 168,827 shares of Burford Capital worth $642K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 151,144 Burford Capital shares in Q2 2026, an estimated $691K.
  • Burford Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2454 holding.
  • Wealth Enhancement Advisory Services first reported a position in Burford Capital in Q4 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.