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James T. Borello RIA’s Delta Air Lines DAL Stock Holding History

James T. Borello RIA’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.2K Sell
242
-5
-2% -$424 ﹤0.01% 420
2026
Q2 		$23.1K Buy
247
+78
+46% +$5.89K 0.01% 377
2026
Q1 		$11.2K Sell
169
-21
-11% -$1.41K ﹤0.01% 537
2025
Q4 		$13.2K Buy
190
+158
+494% +$9.9K ﹤0.01% 350
2025
Q3 		$1.82K Buy
+32
New +$1.83K ﹤0.01% 744

Other funds holding DAL

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

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

James T. Borello RIA reduced its Delta Air Lines (DAL) stake by 2% in Q3 2026, selling an estimated $424 and leaving 242 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

James T. Borello RIA first reported a position in DAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.1K in Q2 2026. 189 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • James T. Borello RIA held 242 shares of Delta Air Lines worth $20.2K as of Q3 2026.
  • James T. Borello RIA sold 5 Delta Air Lines shares in Q3 2026, an estimated $424.
  • Delta Air Lines made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #420 holding.
  • James T. Borello RIA first reported a position in Delta Air Lines in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Delta Air Lines position peaked at $23.1K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

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