James T. Borello’s Stereotaxis STXS Stock Holding History

James T. Borello’s Portfolio STXS Stock Details STXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$162	Buy	+132	New	+$189	﹤0.01%	1152

Other funds holding STXS

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return

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

James T. Borello opened a new position in Stereotaxis (STXS) in Q3 2026: 132 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings.

23 funds tracked by Wall St. Rank hold STXS as of Q3 2026.

James T. Borello held 132 shares of Stereotaxis worth $162 as of Q3 2026.
Stereotaxis was a new James T. Borello position in Q3 2026.
Stereotaxis made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1152 holding.
23 funds tracked by Wall St. Rank held Stereotaxis as of Q3 2026.

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