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James T. Borello RIA’s TaskUs TASK Stock Holding History

James T. Borello RIA’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$548 Hold
70
– – ﹤0.01% 1037
2026
Q2 		$328 Buy
+70
New +$425 ﹤0.01% 1085

Other funds holding TASK

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

James T. Borello RIA held its TaskUs (TASK) position steady in Q3 2026 at 70 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

James T. Borello RIA first reported a position in TASK in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold TASK as of Q3 2026.

  • James T. Borello RIA held 70 shares of TaskUs worth $548 as of Q3 2026.
  • James T. Borello RIA left its TaskUs share count unchanged in Q3 2026.
  • TaskUs made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1037 holding.
  • James T. Borello RIA first reported a position in TaskUs in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held TaskUs as of Q3 2026.

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