Position in BUR
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,386
+$1,462 QoQ
Shares Held
528
+654.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $588,224 across 31 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
125 | $120,195 | |
| 2 | AMP |
Ameriprise Financial Inc
|
208 | $95,422 | |
| 3 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
2,028 | $61,123 | |
| 4 | PFG |
Principal Financial Group Inc
|
348 | $37,507 | |
| 5 | 606 | $31,481 | |||
| 6 | BX |
Blackstone Inc.
|
257 | $30,241 | |
| 7 | STT |
State Street Corp
|
165 | $27,984 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
952 | $27,255 |
All Filings in BUR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,386 | 528 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $924 | 70 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $471 | 37 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $495 | 38 | Shares | Sole | 2024-08-08 | |
| 2022-06-30 | $595 | 59 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $538 | 49 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||