Position in BUR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$39,134
-$45,761 QoQ
Shares Held
9,545
+75.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 234 holders
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BUR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026State of Wyoming holds $5,507,061 across 24 Asset Management names. BUR ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRBG |
Corebridge Financial, Inc.
|
31,407 | $899,182 | |
| 2 | WT |
WisdomTree, Inc.
|
30,757 | $521,023 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
6,966 | $498,208 | |
| 4 | GCMG |
GCM Grosvenor Inc.
|
38,915 | $478,654 | |
| 5 | TROW |
Price T Rowe Group Inc
|
4,173 | $474,428 | |
| 6 | BEN |
Franklin Resources Inc
|
14,066 | $467,975 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
|
10,619 | $366,674 | |
| 8 | SEIC |
Sei Investments Co
|
3,454 | $302,950 |
All Filings in BUR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,134 | 9,545 | Shares | Sole | 2026-08-06 | |
| 2023-12-31 | $84,895 | 5,442 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $163,187 | 13,398 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $233,056 | 21,072 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $83,341 | 10,226 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $70,672 | 9,423 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||