James T. Borello RIA
STT icon

James T. Borello RIA’s State Street STT Stock Holding History

James T. Borello RIA’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.2K Buy
167
+1
+0.6% +$185 0.01% 331
2026
Q2 		$28.2K Buy
166
+3
+2% +$463 0.01% 329
2026
Q1 		$20.6K Buy
163
+81
+99% +$10.4K 0.01% 372
2025
Q4 		$10.6K Buy
82
+39
+91% +$4.67K ﹤0.01% 399
2025
Q3 		$4.99K Buy
+43
New +$4.8K ﹤0.01% 464

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

James T. Borello RIA increased its State Street (STT) stake by 0.6% in Q3 2026, buying an estimated $185 and bringing the position to 167 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #331.

James T. Borello RIA first reported a position in STT in Q3 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • James T. Borello RIA held 167 shares of State Street worth $29.2K as of Q3 2026.
  • James T. Borello RIA bought 1 State Street share in Q3 2026, an estimated $185.
  • State Street made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #331 holding.
  • James T. Borello RIA first reported a position in State Street in Q3 2025 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street as of Q3 2026.

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