James T. Borello
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James T. Borello’s First Community Bankshares FCBC Stock Holding History

James T. Borello’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$188 Hold
4
– – ﹤0.01% 1129
2026
Q2 		$178 Buy
+4
New +$172 ﹤0.01% 1144

Other funds holding FCBC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

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

James T. Borello held its First Community Bankshares (FCBC) position steady in Q3 2026 at 4 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

James T. Borello first reported a position in FCBC in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FCBC as of Q3 2026.

  • James T. Borello held 4 shares of First Community Bankshares worth $188 as of Q3 2026.
  • James T. Borello left its First Community Bankshares share count unchanged in Q3 2026.
  • First Community Bankshares made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1129 holding.
  • James T. Borello first reported a position in First Community Bankshares in Q2 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held First Community Bankshares as of Q3 2026.

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