James T. Borello RIA
CRL icon

James T. Borello RIA’s Charles River Laboratories CRL Stock Holding History

James T. Borello RIA’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.31K Hold
18
– – ﹤0.01% 767
2026
Q2 		$4.08K Sell
18
-1
-5% -$178 ﹤0.01% 833
2026
Q1 		$3.28K Hold
19
– – ﹤0.01% 856
2025
Q4 		$3.79K Buy
19
+16
+533% +$2.9K ﹤0.01% 646
2025
Q3 		$469 Buy
+3
New +$476 ﹤0.01% 886

Other funds holding CRL

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

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

James T. Borello RIA held its Charles River Laboratories (CRL) position steady in Q3 2026 at 18 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

James T. Borello RIA first reported a position in CRL in Q3 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • James T. Borello RIA held 18 shares of Charles River Laboratories worth $5.31K as of Q3 2026.
  • James T. Borello RIA left its Charles River Laboratories share count unchanged in Q3 2026.
  • Charles River Laboratories made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #767 holding.
  • James T. Borello RIA first reported a position in Charles River Laboratories in Q3 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

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