James T. Borello
BCS icon

James T. Borello’s Barclays BCS Stock Holding History

James T. Borello’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.8K Hold
2,176
– – 0.01% 240
2026
Q2 		$58.4K Hold
2,176
– – 0.01% 219
2026
Q1 		$46K Buy
2,176
+1,866
+602% +$45.5K 0.01% 232
2025
Q4 		$7.89K Buy
310
+29
+10% +$642 ﹤0.01% 478
2025
Q3 		$5.81K Buy
+281
New +$5.56K ﹤0.01% 417

Other funds holding BCS

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

James T. Borello's BCS Position: Q3 2026 in Review

James T. Borello held its Barclays (BCS) position steady in Q3 2026 at 2,176 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #240.

James T. Borello first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $58.4K in Q2 2026. 194 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • James T. Borello held 2,176 shares of Barclays worth $52.8K as of Q3 2026.
  • James T. Borello left its Barclays share count unchanged in Q3 2026.
  • Barclays made up 0.01% of James T. Borello's portfolio in Q3 2026, its #240 holding.
  • James T. Borello first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Barclays position peaked at $58.4K in Q2 2026.
  • 194 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.