James T. Borello RIA
XYZ icon

James T. Borello RIA’s Block Inc XYZ Stock Holding History

James T. Borello RIA’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2K Sell
220
-1
-0.5% -$80 ﹤0.01% 483
2026
Q2 		$16.8K Sell
221
-41
-16% -$2.88K ﹤0.01% 460
2026
Q1 		$15.8K Buy
262
+177
+208% +$10.8K ﹤0.01% 433
2025
Q4 		$5.53K Buy
85
+15
+21% +$1.04K ﹤0.01% 543
2025
Q3 		$5.06K Buy
+70
New +$5.24K ﹤0.01% 458

Other funds holding XYZ

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

James T. Borello RIA reduced its Block Inc (XYZ) stake by 0.45% in Q3 2026, selling an estimated $80 and leaving 220 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

James T. Borello RIA first reported a position in XYZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.8K in Q2 2026. 170 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • James T. Borello RIA held 220 shares of Block Inc worth $16.2K as of Q3 2026.
  • James T. Borello RIA sold 1 Block Inc share in Q3 2026, an estimated $80.
  • Block Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #483 holding.
  • James T. Borello RIA first reported a position in Block Inc in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Block Inc position peaked at $16.8K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

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