IFWM
BORR

Institute for Wealth Management’s Borr Drilling BORR Stock Holding History

Institute for Wealth Management’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Hold
80,000
– – 0.03% 410
2026
Q1 		$462K Hold
80,000
– – 0.05% 338
2025
Q4 		$322K Hold
80,000
– – 0.03% 420
2025
Q3 		$215K Hold
80,000
– – 0.02% 534
2025
Q2 		$146K Buy
+80,000
New +$151K 0.02% 553

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Institute for Wealth Management's BORR Position: Q2 2026 in Review

Institute for Wealth Management held its Borr Drilling (BORR) position steady in Q2 2026 at 80,000 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #410.

Institute for Wealth Management first reported a position in BORR in Q2 2025 and has held it in 5 quarters since. The position peaked at $462K in Q1 2026. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Institute for Wealth Management held 80,000 shares of Borr Drilling worth $330K as of Q2 2026.
  • Institute for Wealth Management left its Borr Drilling share count unchanged in Q2 2026.
  • Borr Drilling made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Institute for Wealth Management first reported a position in Borr Drilling in Q2 2025 and has held it in 5 quarters since.
  • Institute for Wealth Management's Borr Drilling position peaked at $462K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.