James T. Borello RIA
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James T. Borello RIA’s Brunswick BC Stock Holding History

James T. Borello RIA’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.12K Sell
33
-5
-13% -$382 ﹤0.01% 909
2026
Q2 		$3.2K Hold
38
– – ﹤0.01% 874
2026
Q1 		$2.76K Hold
38
– – ﹤0.01% 872
2025
Q4 		$2.82K Sell
38
-1
-3% -$68 ﹤0.01% 709
2025
Q3 		$2.47K Buy
+39
New +$2.42K ﹤0.01% 694

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Wealth Enhancement Advisory Services
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

James T. Borello RIA reduced its Brunswick (BC) stake by 13% in Q3 2026, selling an estimated $382 and leaving 33 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

James T. Borello RIA first reported a position in BC in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.2K in Q2 2026. 53 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • James T. Borello RIA held 33 shares of Brunswick worth $2.12K as of Q3 2026.
  • James T. Borello RIA sold 5 Brunswick shares in Q3 2026, an estimated $382.
  • Brunswick made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #909 holding.
  • James T. Borello RIA first reported a position in Brunswick in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Brunswick position peaked at $3.2K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

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