James T. Borello RIA
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James T. Borello RIA’s BP BP Stock Holding History

James T. Borello RIA’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.9K Buy
1,249
+11
+0.9% +$472 0.01% 231
2026
Q2 		$45.7K Sell
1,238
-120
-9% -$5.26K 0.01% 248
2026
Q1 		$63.8K Buy
1,358
+1,339
+7,047% +$52.5K 0.02% 197
2025
Q4 		$660 Buy
+19
New +$667 ﹤0.01% 914

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

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

James T. Borello RIA increased its BP (BP) stake by 0.89% in Q3 2026, buying an estimated $472 and bringing the position to 1,249 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #231.

James T. Borello RIA first reported a position in BP in Q4 2025 and has held it in 4 quarters since. The position peaked at $63.8K in Q1 2026. 331 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • James T. Borello RIA held 1,249 shares of BP worth $54.9K as of Q3 2026.
  • James T. Borello RIA bought 11 BP shares in Q3 2026, an estimated $472.
  • BP made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #231 holding.
  • James T. Borello RIA first reported a position in BP in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's BP position peaked at $63.8K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held BP as of Q3 2026.

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