James T. Borello RIA
ERIC icon

James T. Borello RIA’s Ericsson ERIC Stock Holding History

James T. Borello RIA’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.3K Sell
1,237
-301
-20% -$3.04K ﹤0.01% 570
2026
Q2 		$17.1K Buy
1,538
+11
+0.7% +$133 ﹤0.01% 457
2026
Q1 		$17.2K Buy
1,527
+1,506
+7,171% +$16.3K ﹤0.01% 410
2025
Q4 		$203 Buy
+21
New +$199 ﹤0.01% 1018

Other funds holding ERIC

Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

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

James T. Borello RIA reduced its Ericsson (ERIC) stake by 20% in Q3 2026, selling an estimated $3.04K and leaving 1,237 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

James T. Borello RIA first reported a position in ERIC in Q4 2025 and has held it in 4 quarters since. The position peaked at $17.2K in Q1 2026. 73 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • James T. Borello RIA held 1,237 shares of Ericsson worth $11.3K as of Q3 2026.
  • James T. Borello RIA sold 301 Ericsson shares in Q3 2026, an estimated $3.04K.
  • Ericsson made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #570 holding.
  • James T. Borello RIA first reported a position in Ericsson in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Ericsson position peaked at $17.2K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

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