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James T. Borello RIA’s Stifel SF Stock Holding History

James T. Borello RIA’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.05K Hold
15
– – ﹤0.01% 991
2026
Q2 		$1.05K Sell
15
-52
-78% -$3.88K ﹤0.01% 1014
2026
Q1 		$4.95K Buy
67
+20
+43% +$1.59K ﹤0.01% 750
2025
Q4 		$3.88K Hold
47
– – ﹤0.01% 639
2025
Q3 		$3.52K Buy
+47
New +$3.52K ﹤0.01% 582

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

James T. Borello RIA held its Stifel (SF) position steady in Q3 2026 at 15 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

James T. Borello RIA first reported a position in SF in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.95K in Q1 2026. 78 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • James T. Borello RIA held 15 shares of Stifel worth $1.05K as of Q3 2026.
  • James T. Borello RIA left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #991 holding.
  • James T. Borello RIA first reported a position in Stifel in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Stifel position peaked at $4.95K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

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