James T. Borello RIA
WY icon

James T. Borello RIA’s Weyerhaeuser WY Stock Holding History

James T. Borello RIA’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.8K Sell
147
-668
-82% -$15.6K ﹤0.01% 875
2026
Q2 		$19.5K Sell
815
-15
-2% -$364 ﹤0.01% 416
2026
Q1 		$20.3K Buy
830
+209
+34% +$5.26K 0.01% 374
2025
Q4 		$14.7K Buy
621
+573
+1,194% +$13.3K ﹤0.01% 330
2025
Q3 		$1.19K Buy
+48
New +$1.23K ﹤0.01% 792

Other funds holding WY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Cultivar Capital
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

James T. Borello RIA reduced its Weyerhaeuser (WY) stake by 82% in Q3 2026, selling an estimated $15.6K and leaving 147 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

James T. Borello RIA first reported a position in WY in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.3K in Q1 2026. 195 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • James T. Borello RIA held 147 shares of Weyerhaeuser worth $2.8K as of Q3 2026.
  • James T. Borello RIA sold 668 Weyerhaeuser shares in Q3 2026, an estimated $15.6K.
  • Weyerhaeuser made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #875 holding.
  • James T. Borello RIA first reported a position in Weyerhaeuser in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Weyerhaeuser position peaked at $20.3K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

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