James T. Borello RIA
TREX icon

James T. Borello RIA’s Trex TREX Stock Holding History

James T. Borello RIA’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.52K Hold
35
– – ﹤0.01% 958
2026
Q2 		$1.75K Hold
35
– – ﹤0.01% 968
2026
Q1 		$1.28K Hold
35
– – ﹤0.01% 980
2025
Q4 		$1.23K Buy
35
+22
+169% +$890 ﹤0.01% 853
2025
Q3 		$672 Buy
+13
New +$792 ﹤0.01% 844

Other funds holding TREX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bennett Selby Investments
Bennett Selby Investments Falmouth, Maine $327M AUM 9.82% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

James T. Borello RIA held its Trex (TREX) position steady in Q3 2026 at 35 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

James T. Borello RIA first reported a position in TREX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.75K in Q2 2026. 109 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • James T. Borello RIA held 35 shares of Trex worth $1.52K as of Q3 2026.
  • James T. Borello RIA left its Trex share count unchanged in Q3 2026.
  • Trex made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #958 holding.
  • James T. Borello RIA first reported a position in Trex in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Trex position peaked at $1.75K in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Trex as of Q3 2026.

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