Position in BUR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,721,907
-$1,666,559 QoQ
Shares Held
380,953
+0.3% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 98.90275178302835.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0972482169716473.ToString("F0")%
Common Shares in BUR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIRST FOUNDATION ADVISORS holds $18,033,535 across 20 Asset Management names. BUR ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
158,450 | $6,412,471 | |
| 2 | PCQ |
Pimco California Municipal Income Fund
|
224,269 | $1,924,227 | |
| 3 | TYG |
Tortoise Energy Infrastructure Corp
|
37,926 | $1,890,610 | |
| 4 | BUR |
Burford Capital Ltd
This page
|
380,953 | $1,721,907 | |
| 5 | NCA |
Nuveen California Municipal Value Fund
|
122,260 | $1,146,798 | |
| 6 | BLK |
BlackRock, Inc.
|
1,165 | $1,120,391 | |
| 7 | PDX |
PIMCO Dynamic Income Strategy Fund
|
35,201 | $776,533 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
61,339 | $470,470 |
All Filings in BUR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,721,907 | 380,953 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,388,466 | 379,873 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,690,353 | 308,558 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $4,497,004 | 315,358 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,086,391 | 385,041 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,058,124 | 475,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,300,448 | 475,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,200,667 | 475,147 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,573,484 | 474,232 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,398,018 | 474,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,149,248 | 439,232 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,349,845 | 439,232 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,433,201 | 400,832 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||