James T. Borello RIA’s Fundrise Innovation Fund VCX Stock Holding History

James T. Borello RIA’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.96K	Hold	100	–	–	﹤0.01%	871
2026 Q2	$8.64K	Buy	+100	New	+$14.3K	﹤0.01%	637

Other funds holding VCX

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

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

James T. Borello RIA held its Fundrise Innovation Fund (VCX) position steady in Q3 2026 at 100 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

James T. Borello RIA first reported a position in VCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.64K in Q2 2026. 6 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

James T. Borello RIA held 100 shares of Fundrise Innovation Fund worth $2.96K as of Q3 2026.
James T. Borello RIA left its Fundrise Innovation Fund share count unchanged in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #871 holding.
James T. Borello RIA first reported a position in Fundrise Innovation Fund in Q2 2026 and has held it in 2 quarters since.
James T. Borello RIA's Fundrise Innovation Fund position peaked at $8.64K in Q2 2026.
6 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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