James T. Borello’s Tejon Ranch TRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-7	Closed	-$131	–	1334
2026 Q2	$131	Buy	+7	New	+$135	﹤0.01%	1170

Other funds holding TRC

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

James T. Borello sold out of Tejon Ranch (TRC) in Q3 2026, closing a stake of 7 shares — an estimated $131 sold.

James T. Borello first reported a position in TRC in Q2 2026 and held it in 1 quarter. The position peaked at $131 in Q2 2026. 30 funds tracked by Wall St. Rank hold TRC as of Q3 2026.

James T. Borello reported no remaining Tejon Ranch position as of Q3 2026 after selling out during the quarter.
James T. Borello sold 7 Tejon Ranch shares in Q3 2026, an estimated $131.
James T. Borello first reported a position in Tejon Ranch in Q2 2026 and held it in 1 quarter.
James T. Borello's Tejon Ranch position peaked at $131 in Q2 2026.
30 funds tracked by Wall St. Rank held Tejon Ranch as of Q3 2026.

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