James T. Borello RIA
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James T. Borello RIA’s Financial Institutions FISI Stock Holding History

James T. Borello RIA’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156 Hold
4
– – ﹤0.01% 1157
2026
Q2 		$156 Hold
4
– – ﹤0.01% 1154
2026
Q1 		$127 Hold
4
– – ﹤0.01% 1143
2025
Q4 		$125 Buy
+4
New +$118 ﹤0.01% 1065

Other funds holding FISI

Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

James T. Borello RIA held its Financial Institutions (FISI) position steady in Q3 2026 at 4 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

James T. Borello RIA first reported a position in FISI in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • James T. Borello RIA held 4 shares of Financial Institutions worth $156 as of Q3 2026.
  • James T. Borello RIA left its Financial Institutions share count unchanged in Q3 2026.
  • Financial Institutions made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1157 holding.
  • James T. Borello RIA first reported a position in Financial Institutions in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

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