James T. Borello RIA
BCS icon

James T. Borello RIA’s Barclays BCS Stock Holding History

James T. Borello RIA’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.8K Hold
2,176
– – 0.01% 240
2026
Q2 		$58.4K Hold
2,176
– – 0.01% 219
2026
Q1 		$46K Buy
2,176
+1,866
+602% +$45.5K 0.01% 232
2025
Q4 		$7.89K Buy
310
+29
+10% +$642 ﹤0.01% 478
2025
Q3 		$5.81K Buy
+281
New +$5.56K ﹤0.01% 417

Other funds holding BCS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

James T. Borello RIA held its Barclays (BCS) position steady in Q3 2026 at 2,176 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #240.

James T. Borello RIA first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $58.4K in Q2 2026. 92 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • James T. Borello RIA held 2,176 shares of Barclays worth $52.8K as of Q3 2026.
  • James T. Borello RIA left its Barclays share count unchanged in Q3 2026.
  • Barclays made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #240 holding.
  • James T. Borello RIA first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Barclays position peaked at $58.4K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

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