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James T. Borello RIA’s Harley-Davidson HOG Stock Holding History

James T. Borello RIA’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.66K Buy
150
+4
+3% +$106 ﹤0.01% 847
2026
Q2 		$3.57K Buy
+146
New +$3.51K ﹤0.01% 859

Other funds holding HOG

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

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

James T. Borello RIA increased its Harley-Davidson (HOG) stake by 2.7% in Q3 2026, buying an estimated $106 and bringing the position to 150 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

James T. Borello RIA first reported a position in HOG in Q2 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold HOG as of Q3 2026.

  • James T. Borello RIA held 150 shares of Harley-Davidson worth $3.66K as of Q3 2026.
  • James T. Borello RIA bought 4 Harley-Davidson shares in Q3 2026, an estimated $106.
  • Harley-Davidson made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #847 holding.
  • James T. Borello RIA first reported a position in Harley-Davidson in Q2 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2026.

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