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James T. Borello RIA’s Booz Allen Hamilton BAH Stock Holding History

James T. Borello RIA’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.33K Sell
48
-42
-47% -$3.02K ﹤0.01% 859
2026
Q2 		$5.46K Buy
90
+84
+1,400% +$6.41K ﹤0.01% 761
2026
Q1 		$468 Sell
6
-2
-25% -$169 ﹤0.01% 1055
2025
Q4 		$675 Hold
8
– – ﹤0.01% 911
2025
Q3 		$800 Buy
+8
New +$855 ﹤0.01% 831

Other funds holding BAH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

James T. Borello RIA reduced its Booz Allen Hamilton (BAH) stake by 47% in Q3 2026, selling an estimated $3.02K and leaving 48 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

James T. Borello RIA first reported a position in BAH in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.46K in Q2 2026. 63 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • James T. Borello RIA held 48 shares of Booz Allen Hamilton worth $3.33K as of Q3 2026.
  • James T. Borello RIA sold 42 Booz Allen Hamilton shares in Q3 2026, an estimated $3.02K.
  • Booz Allen Hamilton made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #859 holding.
  • James T. Borello RIA first reported a position in Booz Allen Hamilton in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Booz Allen Hamilton position peaked at $5.46K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

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