James T. Borello
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James T. Borello’s Charter Communications CHTR Stock Holding History

James T. Borello’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.66K Buy
42
+41
+4,100% +$5.71K ﹤0.01% 799
2026
Q2 		$142 Sell
1
-17
-94% -$2.84K ﹤0.01% 1164
2026
Q1 		$3.89K Hold
18
– – ﹤0.01% 822
2025
Q4 		$3.76K Buy
18
+8
+80% +$1.8K ﹤0.01% 649
2025
Q3 		$2.75K Buy
+10
New +$3.02K ﹤0.01% 673

Other funds holding CHTR

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

James T. Borello increased its Charter Communications (CHTR) stake by 4,100% in Q3 2026, buying an estimated $5.71K and bringing the position to 42 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

James T. Borello first reported a position in CHTR in Q3 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • James T. Borello held 42 shares of Charter Communications worth $4.66K as of Q3 2026.
  • James T. Borello bought 41 Charter Communications shares in Q3 2026, an estimated $5.71K.
  • Charter Communications made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #799 holding.
  • James T. Borello first reported a position in Charter Communications in Q3 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

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