James T. Borello RIA
L icon

James T. Borello RIA’s Loews L Stock Holding History

James T. Borello RIA’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.08K Hold
87
– – ﹤0.01% 628
2026
Q2 		$9.8K Buy
87
+46
+112% +$4.98K ﹤0.01% 602
2026
Q1 		$4.38K Sell
41
-1
-2% -$107 ﹤0.01% 794
2025
Q4 		$4.42K Buy
42
+9
+27% +$929 ﹤0.01% 598
2025
Q3 		$3.31K Buy
+33
New +$3.12K ﹤0.01% 610

Other funds holding L

O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Walleye Partners
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

James T. Borello RIA held its Loews (L) position steady in Q3 2026 at 87 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

James T. Borello RIA first reported a position in L in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.8K in Q2 2026. 124 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • James T. Borello RIA held 87 shares of Loews worth $9.08K as of Q3 2026.
  • James T. Borello RIA left its Loews share count unchanged in Q3 2026.
  • Loews made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #628 holding.
  • James T. Borello RIA first reported a position in Loews in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Loews position peaked at $9.8K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Loews as of Q3 2026.

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