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James T. Borello RIA’s Etsy ETSY Stock Holding History

James T. Borello RIA’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$500 Buy
7
+5
+250% +$395 ﹤0.01% 1047
2026
Q2 		$151 Hold
2
– – ﹤0.01% 1159
2026
Q1 		$100 Buy
+2
New +$109 ﹤0.01% 1163

Other funds holding ETSY

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

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

James T. Borello RIA increased its Etsy (ETSY) stake by 250% in Q3 2026, buying an estimated $395 and bringing the position to 7 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

James T. Borello RIA first reported a position in ETSY in Q1 2026 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold ETSY as of Q3 2026.

  • James T. Borello RIA held 7 shares of Etsy worth $500 as of Q3 2026.
  • James T. Borello RIA bought 5 Etsy shares in Q3 2026, an estimated $395.
  • Etsy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1047 holding.
  • James T. Borello RIA first reported a position in Etsy in Q1 2026 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Etsy as of Q3 2026.

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