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James T. Borello RIA’s Bio-Rad Laboratories Class A BIO Stock Holding History

James T. Borello RIA’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$755 Hold
2
– – ﹤0.01% 1012
2026
Q2 		$587 Sell
2
-16
-89% -$4.54K ﹤0.01% 1051
2026
Q1 		$5.02K Buy
18
+11
+157% +$3.17K ﹤0.01% 748
2025
Q4 		$2.12K Buy
7
+5
+250% +$1.56K ﹤0.01% 772
2025
Q3 		$561 Buy
+2
New +$544 ﹤0.01% 863

Other funds holding BIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

James T. Borello RIA held its Bio-Rad Laboratories Class A (BIO) position steady in Q3 2026 at 2 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

James T. Borello RIA first reported a position in BIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.02K in Q1 2026. 37 funds tracked by Wall St. Rank hold BIO as of Q3 2026.

  • James T. Borello RIA held 2 shares of Bio-Rad Laboratories Class A worth $755 as of Q3 2026.
  • James T. Borello RIA left its Bio-Rad Laboratories Class A share count unchanged in Q3 2026.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1012 holding.
  • James T. Borello RIA first reported a position in Bio-Rad Laboratories Class A in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Bio-Rad Laboratories Class A position peaked at $5.02K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2026.

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