James T. Borello RIA
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James T. Borello RIA’s Limoneira LMNR Stock Holding History

James T. Borello RIA’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1
Closed -$13 – 1316
2026
Q2 		$13 Buy
+1
New +$13 ﹤0.01% 1208

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Sowell Financial Services
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Versant Capital Management
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Trust Company of Vermont
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Nisa Investment Advisors
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

James T. Borello RIA sold out of Limoneira (LMNR) in Q3 2026, closing a stake of 1 share — an estimated $13 sold.

James T. Borello RIA first reported a position in LMNR in Q2 2026 and held it in 1 quarter. The position peaked at $13 in Q2 2026. 16 funds tracked by Wall St. Rank hold LMNR as of Q3 2026.

  • James T. Borello RIA reported no remaining Limoneira position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 1 Limoneira share in Q3 2026, an estimated $13.
  • James T. Borello RIA first reported a position in Limoneira in Q2 2026 and held it in 1 quarter.
  • James T. Borello RIA's Limoneira position peaked at $13 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Limoneira as of Q3 2026.

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