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

Private Wealth Management Group’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 Q3	$1.75K	Hold	450	–	–	﹤0.01%	1223
2026 Q2	$1.86K	Hold	450	–	–	﹤0.01%	1181
2026 Q1	$2.6K	Hold	450	–	–	﹤0.01%	995
2025 Q4	$1.81K	Hold	450	–	–	﹤0.01%	1114
2025 Q3	$1.21K	Hold	450	–	–	﹤0.01%	1236
2025 Q2	$824	Buy	450 +208	+86%	+$393	﹤0.01%	1318
2025 Q1	$530	Buy	+242	New	+$729	﹤0.01%	1393

Other funds holding BORR

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Private Wealth Management Group's BORR Position: Q3 2026 in Review

Private Wealth Management Group held its Borr Drilling (BORR) position steady in Q3 2026 at 450 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Private Wealth Management Group first reported a position in BORR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.6K in Q1 2026. 27 funds tracked by Wall St. Rank hold BORR as of Q3 2026.

Private Wealth Management Group held 450 shares of Borr Drilling worth $1.75K as of Q3 2026.
Private Wealth Management Group left its Borr Drilling share count unchanged in Q3 2026.
Borr Drilling made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1223 holding.
Private Wealth Management Group first reported a position in Borr Drilling in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's Borr Drilling position peaked at $2.6K in Q1 2026.
27 funds tracked by Wall St. Rank held Borr Drilling as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.