James T. Borello RIA
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James T. Borello RIA’s Acadian Asset Management AAMI Stock Holding History

James T. Borello RIA’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$183 Hold
2
– – ﹤0.01% 1132
2026
Q2 		$143 Buy
+2
New +$139 ﹤0.01% 1163

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New York State Teachers Retirement System (NYSTRS)
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Concurrent Investment Advisors
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ANB Bank
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Yousif Capital Management
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Unique Wealth Strategies
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

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

James T. Borello RIA held its Acadian Asset Management (AAMI) position steady in Q3 2026 at 2 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

James T. Borello RIA first reported a position in AAMI in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • James T. Borello RIA held 2 shares of Acadian Asset Management worth $183 as of Q3 2026.
  • James T. Borello RIA left its Acadian Asset Management share count unchanged in Q3 2026.
  • Acadian Asset Management made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1132 holding.
  • James T. Borello RIA first reported a position in Acadian Asset Management in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

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