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James T. Borello RIA’s Stereotaxis STXS Stock Holding History

James T. Borello RIA’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$162 Buy
+132
New +$189 ﹤0.01% 1152

Other funds holding STXS

CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

James T. Borello RIA opened a new position in Stereotaxis (STXS) in Q3 2026: 132 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings.

12 funds tracked by Wall St. Rank hold STXS as of Q3 2026.

  • James T. Borello RIA held 132 shares of Stereotaxis worth $162 as of Q3 2026.
  • Stereotaxis was a new James T. Borello RIA position in Q3 2026.
  • Stereotaxis made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1152 holding.
  • 12 funds tracked by Wall St. Rank held Stereotaxis as of Q3 2026.

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