James T. Borello
BSY icon

James T. Borello’s Bentley Systems BSY Stock Holding History

James T. Borello’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21K Sell
38
-38
-50% -$1.28K ﹤0.01% 983
2026
Q2 		$2.27K Sell
76
-94
-55% -$3.06K ﹤0.01% 928
2026
Q1 		$5.97K Buy
170
+104
+158% +$3.82K ﹤0.01% 696
2025
Q4 		$2.52K Buy
66
+12
+22% +$547 ﹤0.01% 735
2025
Q3 		$2.78K Buy
+54
New +$2.96K ﹤0.01% 670

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

James T. Borello reduced its Bentley Systems (BSY) stake by 50% in Q3 2026, selling an estimated $1.28K and leaving 38 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

James T. Borello first reported a position in BSY in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.97K in Q1 2026. 103 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • James T. Borello held 38 shares of Bentley Systems worth $1.21K as of Q3 2026.
  • James T. Borello sold 38 Bentley Systems shares in Q3 2026, an estimated $1.28K.
  • Bentley Systems made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #983 holding.
  • James T. Borello first reported a position in Bentley Systems in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Bentley Systems position peaked at $5.97K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

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