JPWM
BORR

Jamison Private Wealth Management’s Borr Drilling BORR Stock Holding History

Jamison Private 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 		$48K Hold
11,622
– – ﹤0.01% 224
2026
Q1 		$67.1K Hold
11,622
– – 0.01% 214
2025
Q4 		$46.8K Hold
11,622
– – 0.01% 210
2025
Q3 		$31.3K Buy
+11,622
New +$28.9K ﹤0.01% 209

Other funds holding BORR

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Jamison Private Wealth Management's BORR Position: Q2 2026 in Review

Jamison Private Wealth Management held its Borr Drilling (BORR) position steady in Q2 2026 at 11,622 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Jamison Private Wealth Management first reported a position in BORR in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.1K in Q1 2026. 13 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Jamison Private Wealth Management held 11,622 shares of Borr Drilling worth $48K as of Q2 2026.
  • Jamison Private Wealth Management left its Borr Drilling share count unchanged in Q2 2026.
  • Borr Drilling made up ﹤0.01% of Jamison Private Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Jamison Private Wealth Management first reported a position in Borr Drilling in Q3 2025 and has held it in 4 quarters since.
  • Jamison Private Wealth Management's Borr Drilling position peaked at $67.1K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.