James T. Borello RIA
VIK icon

James T. Borello RIA’s Viking Holdings VIK Stock Holding History

James T. Borello RIA’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.48K Buy
70
+21
+43% +$1.98K ﹤0.01% 758
2026
Q2 		$5.13K Sell
49
-15
-23% -$1.3K ﹤0.01% 780
2026
Q1 		$4.7K Buy
64
+20
+45% +$1.46K ﹤0.01% 776
2025
Q4 		$3.14K Buy
44
+31
+238% +$1.98K ﹤0.01% 687
2025
Q3 		$808 Buy
+13
New +$775 ﹤0.01% 830

Other funds holding VIK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

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

James T. Borello RIA increased its Viking Holdings (VIK) stake by 43% in Q3 2026, buying an estimated $1.98K and bringing the position to 70 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

James T. Borello RIA first reported a position in VIK in Q3 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold VIK as of Q3 2026.

  • James T. Borello RIA held 70 shares of Viking Holdings worth $5.48K as of Q3 2026.
  • James T. Borello RIA bought 21 Viking Holdings shares in Q3 2026, an estimated $1.98K.
  • Viking Holdings made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #758 holding.
  • James T. Borello RIA first reported a position in Viking Holdings in Q3 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2026.

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