James T. Borello
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James T. Borello’s Factset FDS Stock Holding History

James T. Borello’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.51K Sell
13
-1
-7% -$275 ﹤0.01% 852
2026
Q2 		$3.22K Sell
14
-7
-33% -$1.61K ﹤0.01% 872
2026
Q1 		$4.56K Buy
21
+15
+250% +$3.5K ﹤0.01% 783
2025
Q4 		$1.74K Buy
6
+3
+100% +$842 ﹤0.01% 803
2025
Q3 		$859 Buy
+3
New +$1.15K ﹤0.01% 825

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

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

James T. Borello reduced its Factset (FDS) stake by 7.1% in Q3 2026, selling an estimated $275 and leaving 13 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

James T. Borello first reported a position in FDS in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.56K in Q1 2026. 267 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • James T. Borello held 13 shares of Factset worth $3.51K as of Q3 2026.
  • James T. Borello sold 1 Factset share in Q3 2026, an estimated $275.
  • Factset made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #852 holding.
  • James T. Borello first reported a position in Factset in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Factset position peaked at $4.56K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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