James T. Borello
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James T. Borello’s Aimco AIV Stock Holding History

James T. Borello’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236 Buy
+119
New +$304 ﹤0.01% 1106
2025
Q4 		– Sell
-39
Closed -$309 – 1119
2025
Q3 		$309 Buy
+39
New +$317 ﹤0.01% 904

Other funds holding AIV

Merited Wealth
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
Sage Investment Counsel
Sage Investment Counsel Franklin, Tennessee $100M AUM 13.58% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

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

James T. Borello opened a new position in Aimco (AIV) in Q3 2026: 119 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: James T. Borello previously reported a position in AIV as recently as Q3 2025.

James T. Borello first reported a position in AIV in Q3 2025 and has held it in 2 quarters since. The position peaked at $309 in Q3 2025. 29 funds tracked by Wall St. Rank hold AIV as of Q3 2026.

  • James T. Borello held 119 shares of Aimco worth $236 as of Q3 2026.
  • Aimco was a new James T. Borello position in Q3 2026.
  • Aimco made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1106 holding.
  • James T. Borello first reported a position in Aimco in Q3 2025 and has held it in 2 quarters since.
  • James T. Borello's Aimco position peaked at $309 in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Aimco as of Q3 2026.

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