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James T. Borello RIA’s BGC Group BGC Stock Holding History

James T. Borello RIA’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254 Sell
22
-2
-8% -$23 ﹤0.01% 1099
2026
Q2 		$257 Buy
+24
New +$268 ﹤0.01% 1108

Other funds holding BGC

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

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

James T. Borello RIA reduced its BGC Group (BGC) stake by 8.3% in Q3 2026, selling an estimated $23 and leaving 22 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

James T. Borello RIA first reported a position in BGC in Q2 2026 and has held it in 2 quarters since. The position peaked at $257 in Q2 2026. 50 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • James T. Borello RIA held 22 shares of BGC Group worth $254 as of Q3 2026.
  • James T. Borello RIA sold 2 BGC Group shares in Q3 2026, an estimated $23.
  • BGC Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1099 holding.
  • James T. Borello RIA first reported a position in BGC Group in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's BGC Group position peaked at $257 in Q2 2026.
  • 50 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

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