James T. Borello RIA’s StandardAero Inc SARO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$555	Buy	26 +7	+37%	+$184	﹤0.01%	1035
2026 Q2	$568	Sell	19 -46	-71%	-$1.21K	﹤0.01%	1055
2026 Q1	$1.68K	Buy	65 +63	+3,150%	+$1.88K	﹤0.01%	941
2025 Q4	$57	Buy	+2	New	+$54	﹤0.01%	1112

Other funds holding SARO

TSAM

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

James T. Borello RIA increased its StandardAero Inc (SARO) stake by 37% in Q3 2026, buying an estimated $184 and bringing the position to 26 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

James T. Borello RIA first reported a position in SARO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.68K in Q1 2026. 26 funds tracked by Wall St. Rank hold SARO as of Q3 2026.

James T. Borello RIA held 26 shares of StandardAero Inc worth $555 as of Q3 2026.
James T. Borello RIA bought 7 StandardAero Inc shares in Q3 2026, an estimated $184.
StandardAero Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1035 holding.
James T. Borello RIA first reported a position in StandardAero Inc in Q4 2025 and has held it in 4 quarters since.
James T. Borello RIA's StandardAero Inc position peaked at $1.68K in Q1 2026.
26 funds tracked by Wall St. Rank held StandardAero Inc as of Q3 2026.

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