James T. Borello RIA’s Snap SNAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$540	Sell	100 -152	-60%	-$786	﹤0.01%	1041
2026 Q2	$1.12K	Sell	252 -133	-35%	-$727	﹤0.01%	1008
2026 Q1	$1.77K	Sell	385 -218	-36%	-$1.28K	﹤0.01%	937
2025 Q4	$4.87K	Buy	603 +503	+503%	+$3.98K	﹤0.01%	579
2025 Q3	$771	Hold	100	–	–	﹤0.01%	834
2025 Q2	$869	Hold	100	–	–	﹤0.01%	282
2025 Q1	$871	Hold	100	–	–	﹤0.01%	214
2024 Q4	$1.08K	Hold	100	–	–	﹤0.01%	189
2024 Q3	$1.07K	Hold	100	–	–	﹤0.01%	175
2024 Q2	$1.66K	Hold	100	–	–	﹤0.01%	157
2024 Q1	$1.15K	Hold	100	–	–	﹤0.01%	161
2023 Q4	$1.69K	Buy	+100	New	+$1.23K	﹤0.01%	135

Other funds holding SNAP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

James T. Borello RIA reduced its Snap (SNAP) stake by 60% in Q3 2026, selling an estimated $786 and leaving 100 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

James T. Borello RIA first reported a position in SNAP in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.87K in Q4 2025. 56 funds tracked by Wall St. Rank hold SNAP as of Q3 2026.

James T. Borello RIA held 100 shares of Snap worth $540 as of Q3 2026.
James T. Borello RIA sold 152 Snap shares in Q3 2026, an estimated $786.
Snap made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1041 holding.
James T. Borello RIA first reported a position in Snap in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Snap position peaked at $4.87K in Q4 2025.
56 funds tracked by Wall St. Rank held Snap as of Q3 2026.

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