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James T. Borello RIA’s Royalty Pharma RPRX Stock Holding History

James T. Borello RIA’s Portfolio RPRX Stock Details RPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.1K Buy
259
+11
+4% +$649 ﹤0.01% 495
2026
Q2 		$13.9K Buy
248
+8
+3% +$416 ﹤0.01% 504
2026
Q1 		$11.5K Buy
240
+1
+0.4% +$44 ﹤0.01% 527
2025
Q4 		$9.24K Buy
239
+2
+0.8% +$76 ﹤0.01% 436
2025
Q3 		$8.36K Buy
+237
New +$8.58K ﹤0.01% 337

Other funds holding RPRX

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

James T. Borello RIA increased its Royalty Pharma (RPRX) stake by 4.4% in Q3 2026, buying an estimated $649 and bringing the position to 259 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

James T. Borello RIA first reported a position in RPRX in Q3 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold RPRX as of Q3 2026.

  • James T. Borello RIA held 259 shares of Royalty Pharma worth $15.1K as of Q3 2026.
  • James T. Borello RIA bought 11 Royalty Pharma shares in Q3 2026, an estimated $649.
  • Royalty Pharma made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #495 holding.
  • James T. Borello RIA first reported a position in Royalty Pharma in Q3 2025 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Royalty Pharma as of Q3 2026.

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