JTBR
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James T. Borello RIA’s Tejon Ranch TRC Stock Holding History

James T. Borello RIA’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7
Closed -$131 – 1334
2026
Q2 		$131 Buy
+7
New +$135 ﹤0.01% 1170

Other funds holding TRC

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

James T. Borello RIA sold out of Tejon Ranch (TRC) in Q3 2026, closing a stake of 7 shares — an estimated $131 sold.

James T. Borello RIA first reported a position in TRC in Q2 2026 and held it in 1 quarter. The position peaked at $131 in Q2 2026. 12 funds tracked by Wall St. Rank hold TRC as of Q3 2026.

  • James T. Borello RIA reported no remaining Tejon Ranch position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 7 Tejon Ranch shares in Q3 2026, an estimated $131.
  • James T. Borello RIA first reported a position in Tejon Ranch in Q2 2026 and held it in 1 quarter.
  • James T. Borello RIA's Tejon Ranch position peaked at $131 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Tejon Ranch as of Q3 2026.

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