James T. Borello
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James T. Borello’s Interactive Brokers IBKR Stock Holding History

James T. Borello’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.7K Buy
113
+8
+8% +$732 ﹤0.01% 610
2026
Q2 		$9.14K Sell
105
-7
-6% -$583 ﹤0.01% 624
2026
Q1 		$7.51K Buy
112
+29
+35% +$2.07K ﹤0.01% 649
2025
Q4 		$5.34K Buy
83
+26
+46% +$1.74K ﹤0.01% 552
2025
Q3 		$3.92K Buy
+57
New +$3.59K ﹤0.01% 530

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

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

James T. Borello increased its Interactive Brokers (IBKR) stake by 7.6% in Q3 2026, buying an estimated $732 and bringing the position to 113 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

James T. Borello first reported a position in IBKR in Q3 2025 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • James T. Borello held 113 shares of Interactive Brokers worth $9.7K as of Q3 2026.
  • James T. Borello bought 8 Interactive Brokers shares in Q3 2026, an estimated $732.
  • Interactive Brokers made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #610 holding.
  • James T. Borello first reported a position in Interactive Brokers in Q3 2025 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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