James T. Borello RIA
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James T. Borello RIA’s Nasdaq NDAQ Stock Holding History

James T. Borello RIA’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4K Sell
135
-4
-3% -$374 ﹤0.01% 547
2026
Q2 		$11K Buy
139
+47
+51% +$4.12K ﹤0.01% 569
2026
Q1 		$7.81K Sell
92
-4
-4% -$358 ﹤0.01% 632
2025
Q4 		$9.32K Buy
96
+60
+167% +$5.4K ﹤0.01% 434
2025
Q3 		$3.18K Buy
+36
New +$3.33K ﹤0.01% 628

Other funds holding NDAQ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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

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

James T. Borello RIA reduced its Nasdaq (NDAQ) stake by 2.9% in Q3 2026, selling an estimated $374 and leaving 135 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

James T. Borello RIA first reported a position in NDAQ in Q3 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • James T. Borello RIA held 135 shares of Nasdaq worth $12.4K as of Q3 2026.
  • James T. Borello RIA sold 4 Nasdaq shares in Q3 2026, an estimated $374.
  • Nasdaq made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #547 holding.
  • James T. Borello RIA first reported a position in Nasdaq in Q3 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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