James T. Borello RIA
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James T. Borello RIA’s LPL Financial LPLA Stock Holding History

James T. Borello RIA’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.81K Hold
19
– – ﹤0.01% 743
2026
Q2 		$5.35K Buy
19
+11
+138% +$3.3K ﹤0.01% 769
2026
Q1 		$2.41K Sell
8
-9
-53% -$3.02K ﹤0.01% 896
2025
Q4 		$6.07K Buy
17
+14
+467% +$4.95K ﹤0.01% 525
2025
Q3 		$998 Buy
+3
New +$1.09K ﹤0.01% 809

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

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

James T. Borello RIA held its LPL Financial (LPLA) position steady in Q3 2026 at 19 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

James T. Borello RIA first reported a position in LPLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.07K in Q4 2025. 113 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • James T. Borello RIA held 19 shares of LPL Financial worth $5.81K as of Q3 2026.
  • James T. Borello RIA left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #743 holding.
  • James T. Borello RIA first reported a position in LPL Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's LPL Financial position peaked at $6.07K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

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