James T. Borello RIA
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James T. Borello RIA’s FRP Holdings FRPH Stock Holding History

James T. Borello RIA’s Portfolio FRPH Stock Details FRPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-206
Closed -$5.15K – 1302
2026
Q2 		$5.15K Buy
+206
New +$4.67K ﹤0.01% 779
2026
Q1 		– Sell
-5
Closed -$114 – 1217
2025
Q4 		$114 Buy
+5
New +$118 ﹤0.01% 1070

Other funds holding FRPH

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

James T. Borello RIA sold out of FRP Holdings (FRPH) in Q3 2026, closing a stake of 206 shares — an estimated $5.15K sold.

James T. Borello RIA first reported a position in FRPH in Q4 2025 and held it in 2 quarters. The position peaked at $5.15K in Q2 2026. 15 funds tracked by Wall St. Rank hold FRPH as of Q3 2026.

  • James T. Borello RIA reported no remaining FRP Holdings position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 206 FRP Holdings shares in Q3 2026, an estimated $5.15K.
  • James T. Borello RIA first reported a position in FRP Holdings in Q4 2025 and held it in 2 quarters.
  • James T. Borello RIA's FRP Holdings position peaked at $5.15K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held FRP Holdings as of Q3 2026.

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