James T. Borello RIA
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James T. Borello RIA’s Ionis Pharmaceuticals IONS Stock Holding History

James T. Borello RIA’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7
Closed -$555 – 1310
2026
Q2 		$555 Buy
7
+3
+75% +$226 ﹤0.01% 1057
2026
Q1 		$300 Buy
+4
New +$316 ﹤0.01% 1083

Other funds holding IONS

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

James T. Borello RIA sold out of Ionis Pharmaceuticals (IONS) in Q3 2026, closing a stake of 7 shares — an estimated $555 sold.

James T. Borello RIA first reported a position in IONS in Q1 2026 and held it in 2 quarters. The position peaked at $555 in Q2 2026. 60 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • James T. Borello RIA reported no remaining Ionis Pharmaceuticals position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 7 Ionis Pharmaceuticals shares in Q3 2026, an estimated $555.
  • James T. Borello RIA first reported a position in Ionis Pharmaceuticals in Q1 2026 and held it in 2 quarters.
  • James T. Borello RIA's Ionis Pharmaceuticals position peaked at $555 in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

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