James T. Borello RIA’s Redwood Trust RWT Stock Holding History

James T. Borello RIA’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-66	Closed	-$313	–	1324
2026 Q2	$313	Sell	66 -1	-1%	-$5	﹤0.01%	1090
2026 Q1	$376	Hold	67	–	–	﹤0.01%	1062
2025 Q4	$371	Buy	+67	New	+$368	﹤0.01%	957

Other funds holding RWT

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return

TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

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

James T. Borello RIA sold out of Redwood Trust (RWT) in Q3 2026, closing a stake of 66 shares — an estimated $313 sold.

James T. Borello RIA first reported a position in RWT in Q4 2025 and held it in 3 quarters. The position peaked at $376 in Q1 2026. 20 funds tracked by Wall St. Rank hold RWT as of Q3 2026.

James T. Borello RIA reported no remaining Redwood Trust position as of Q3 2026 after selling out during the quarter.
James T. Borello RIA sold 66 Redwood Trust shares in Q3 2026, an estimated $313.
James T. Borello RIA first reported a position in Redwood Trust in Q4 2025 and held it in 3 quarters.
James T. Borello RIA's Redwood Trust position peaked at $376 in Q1 2026.
20 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2026.

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