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James T. Borello RIA STT-PG Position History
State Street Corporation
Quarters held
258
Latest value
$29K
Q3 2026
Peak value
$35.2M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $50K |
| Q4 2023 | $1.1M |
| Q4 2023 | $16.5M |
| Q4 2023 | $102K |
| Q4 2023 | $46K |
| Q4 2023 | $33K |
| Q4 2023 | $66K |
| Q4 2023 | $5.3M |
| Q4 2023 | $5K |
| Q4 2023 | $1.9M |
| Q4 2023 | $31K |
| Q4 2023 | $19.3M |
| Q4 2023 | $73K |
| Q4 2023 | $5M |
| Q4 2023 | $398K |
| Q4 2023 | $25K |
| Q4 2023 | $1.5M |
| Q4 2023 | $3K |
| Q4 2023 | $20K |
| Q4 2023 | $1K |
| Q1 2024 | $55K |
| Q1 2024 | $2.6M |
| Q1 2024 | $18.3M |
| Q1 2024 | $101K |
| Q1 2024 | $46K |
| Q1 2024 | $32K |
| Q1 2024 | $66K |
| Q1 2024 | $20.1M |
| Q1 2024 | $5K |
| Q1 2024 | $2M |
| Q1 2024 | $31K |
| Q1 2024 | $21M |
| Q1 2024 | $84K |
| Q1 2024 | $7.5M |
| Q1 2024 | $417K |
| Q1 2024 | $25K |
| Q1 2024 | $1.5M |
| Q1 2024 | $4K |
| Q1 2024 | $21K |
| Q1 2024 | $1K |
| Q2 2024 | $52K |
| Q2 2024 | $2.7M |
| Q2 2024 | $17.8M |
| Q2 2024 | $100K |
| Q2 2024 | $43K |
| Q2 2024 | $31K |
| Q2 2024 | $65K |
| Q2 2024 | $22M |
| Q2 2024 | $5K |
| Q2 2024 | $2M |
| Q2 2024 | $31K |
| Q2 2024 | $21.5M |
| Q2 2024 | $81K |
| Q2 2024 | $7.6M |
| Q2 2024 | $426K |
| Q2 2024 | $25K |
| Q2 2024 | $1.5M |
| Q2 2024 | $4K |
| Q2 2024 | $23K |
| Q2 2024 | $1K |
| Q3 2024 | $29K |
| Q3 2024 | $3.1M |
| Q3 2024 | $18.9M |
| Q3 2024 | $100K |
| Q3 2024 | $45K |
| Q3 2024 | $33K |
| Q3 2024 | $68K |
| Q3 2024 | $22.8M |
| Q3 2024 | $5K |
| Q3 2024 | $2.1M |
| Q3 2024 | $35K |
| Q3 2024 | $51K |
| Q3 2024 | $22.3M |
| Q3 2024 | $84K |
| Q3 2024 | $8.5M |
| Q3 2024 | $444K |
| Q3 2024 | $25K |
| Q3 2024 | $1.7M |
| Q3 2024 | $23K |
| Q4 2024 | $26K |
| Q4 2024 | $3.1M |
| Q4 2024 | $17.2M |
| Q4 2024 | $112K |
| Q4 2024 | $97K |
| Q4 2024 | $45K |
| Q4 2024 | $31K |
| Q4 2024 | $66K |
| Q4 2024 | $24.2M |
| Q4 2024 | $5K |
| Q4 2024 | $2M |
| Q4 2024 | $33K |
| Q4 2024 | $104K |
| Q4 2024 | $47K |
| Q4 2024 | $22.3M |
| Q4 2024 | $83K |
| Q4 2024 | $10.1M |
| Q4 2024 | $446K |
| Q4 2024 | $25K |
| Q4 2024 | $1.5M |
| Q4 2024 | $24K |
| Q1 2025 | $30K |
| Q1 2025 | $3.3M |
| Q1 2025 | $18.7M |
| Q1 2025 | $89K |
| Q1 2025 | $40K |
| Q1 2025 | $31K |
| Q1 2025 | $203K |
| Q1 2025 | $22M |
| Q1 2025 | $125K |
| Q1 2025 | $2M |
| Q1 2025 | $33K |
| Q1 2025 | $187K |
| Q1 2025 | $152K |
| Q1 2025 | $48K |
| Q1 2025 | $20.8M |
| Q1 2025 | $76K |
| Q1 2025 | $9.9M |
| Q1 2025 | $425K |
| Q1 2025 | $149K |
| Q1 2025 | $25K |
| Q1 2025 | $1.5M |
| Q1 2025 | $21K |
| Q2 2025 | $33K |
| Q2 2025 | $3.9M |
| Q2 2025 | $21M |
| Q2 2025 | $95K |
| Q2 2025 | $41K |
| Q2 2025 | $31K |
| Q2 2025 | $205K |
| Q2 2025 | $26M |
| Q2 2025 | $125K |
| Q2 2025 | $1.9M |
| Q2 2025 | $32K |
| Q2 2025 | $182K |
| Q2 2025 | $153K |
| Q2 2025 | $48K |
| Q2 2025 | $22.4M |
| Q2 2025 | $83K |
| Q2 2025 | $11.2M |
| Q2 2025 | $323K |
| Q2 2025 | $149K |
| Q2 2025 | $25K |
| Q2 2025 | $1.3M |
| Q2 2025 | $3K |
| Q2 2025 | $26K |
| Q3 2025 | $34K |
| Q3 2025 | $4.3M |
| Q3 2025 | $22M |
| Q3 2025 | $101K |
| Q3 2025 | $46K |
| Q3 2025 | $32K |
| Q3 2025 | $206K |
| Q3 2025 | $28.2M |
| Q3 2025 | $126K |
| Q3 2025 | $2M |
| Q3 2025 | $33K |
| Q3 2025 | $193K |
| Q3 2025 | $154K |
| Q3 2025 | $50K |
| Q3 2025 | $23.4M |
| Q3 2025 | $88K |
| Q3 2025 | $12.6M |
| Q3 2025 | $311K |
| Q3 2025 | $151K |
| Q3 2025 | $25K |
| Q3 2025 | $1.3M |
| Q3 2025 | $29K |
| Q3 2025 | $5K |
| Q4 2025 | $35K |
| Q4 2025 | $4.5M |
| Q4 2025 | $22.9M |
| Q4 2025 | $101K |
| Q4 2025 | $47K |
| Q4 2025 | $31K |
| Q4 2025 | $206K |
| Q4 2025 | $28.7M |
| Q4 2025 | $126K |
| Q4 2025 | $2.1M |
| Q4 2025 | $190K |
| Q4 2025 | $154K |
| Q4 2025 | $50K |
| Q4 2025 | $23.5M |
| Q4 2025 | $89K |
| Q4 2025 | $13.3M |
| Q4 2025 | $315K |
| Q4 2025 | $157K |
| Q4 2025 | $25K |
| Q4 2025 | $1.2M |
| Q4 2025 | $29K |
| Q4 2025 | $11K |
| Q1 2026 | $34K |
| Q1 2026 | $4.6M |
| Q1 2026 | $23.8M |
| Q1 2026 | $104K |
| Q1 2026 | $49K |
| Q1 2026 | $31K |
| Q1 2026 | $204K |
| Q1 2026 | $26.4M |
| Q1 2026 | $126K |
| Q1 2026 | $2.1M |
| Q1 2026 | $200K |
| Q1 2026 | $154K |
| Q1 2026 | $23K |
| Q1 2026 | $22.4M |
| Q1 2026 | $92K |
| Q1 2026 | $14.1M |
| Q1 2026 | $301K |
| Q1 2026 | $158K |
| Q1 2026 | $25K |
| Q1 2026 | $1.2M |
| Q1 2026 | $35K |
| Q1 2026 | $21K |
| Q2 2026 | $37K |
| Q2 2026 | $5.6M |
| Q2 2026 | $27.1M |
| Q2 2026 | $128K |
| Q2 2026 | $56K |
| Q2 2026 | $31K |
| Q2 2026 | $204K |
| Q2 2026 | $32M |
| Q2 2026 | $125K |
| Q2 2026 | $2.5M |
| Q2 2026 | $200K |
| Q2 2026 | $153K |
| Q2 2026 | $25K |
| Q2 2026 | $25.4M |
| Q2 2026 | $108K |
| Q2 2026 | $17.7M |
| Q2 2026 | $345K |
| Q2 2026 | $158K |
| Q2 2026 | $25K |
| Q2 2026 | $1.3M |
| Q2 2026 | $39K |
| Q2 2026 | $28K |
| Q3 2026 | $37K |
| Q3 2026 | $5.9M |
| Q3 2026 | $30.1M |
| Q3 2026 | $115K |
| Q3 2026 | $53K |
| Q3 2026 | $28K |
| Q3 2026 | $198K |
| Q3 2026 | $35.2M |
| Q3 2026 | $124K |
| Q3 2026 | $3.3M |
| Q3 2026 | $182K |
| Q3 2026 | $149K |
| Q3 2026 | $24K |
| Q3 2026 | $25.5M |
| Q3 2026 | $100K |
| Q3 2026 | $18M |
| Q3 2026 | $364K |
| Q3 2026 | $158K |
| Q3 2026 | $24K |
| Q3 2026 | $1.2M |
| Q3 2026 | $12K |
| Q3 2026 | $12K |
| Q3 2026 | $40K |
| Q3 2026 | $29K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29K | 167 | — | — |
| Q3 2026 | $40K | 204 | — | — |
| Q3 2026 | $12K | 218 | — | — |
| Q3 2026 | $12K | 191 | — | — |
| Q3 2026 | $1.2M | 27.1K | — | — |
| Q3 2026 | $24K | 1.1K | — | — |
| Q3 2026 | $158K | 1.6K | — | — |
| Q3 2026 | $364K | 4.1K | — | — |
| Q3 2026 | $18M | 285.3K | — | — |
| Q3 2026 | $100K | 960 | — | — |
| Q3 2026 | $25.5M | 277.2K | — | — |
| Q3 2026 | $24K | 161 | — | — |
| Q3 2026 | $149K | 5.5K | — | — |
| Q3 2026 | $182K | 7.6K | — | — |
| Q3 2026 | $3.3M | 54.7K | — | — |
| Q3 2026 | $124K | 4.2K | — | — |
| Q3 2026 | $35.2M | 285.7K | — | — |
| Q3 2026 | $198K | 6.1K | — | — |
| Q3 2026 | $28K | 1.4K | — | — |
| Q3 2026 | $53K | 514 | — | — |
| Q3 2026 | $115K | 1.1K | — | — |
| Q3 2026 | $30.1M | 599.9K | — | — |
| Q3 2026 | $5.9M | 114.4K | — | — |
| Q3 2026 | $37K | 545 | — | — |
| Q2 2026 | $28K | 166 | — | — |
| Q2 2026 | $39K | 204 | — | — |
| Q2 2026 | $1.3M | 27.1K | — | — |
| Q2 2026 | $25K | 1.1K | — | — |
| Q2 2026 | $158K | 1.6K | — | — |
| Q2 2026 | $345K | 3.9K | — | — |
| Q2 2026 | $17.7M | 262.2K | — | — |
| Q2 2026 | $108K | 960 | — | — |
| Q2 2026 | $25.4M | 280.3K | — | — |
| Q2 2026 | $25K | 161 | — | — |
| Q2 2026 | $153K | 5.4K | — | — |
| Q2 2026 | $200K | 7.6K | — | — |
| Q2 2026 | $2.5M | 41.1K | — | — |
| Q2 2026 | $125K | 4.2K | — | — |
| Q2 2026 | $32M | 268.6K | — | — |
| Q2 2026 | $204K | 6.1K | — | — |
| Q2 2026 | $31K | 1.4K | — | — |
| Q2 2026 | $56K | 514 | — | — |
| Q2 2026 | $128K | 1.1K | — | — |
| Q2 2026 | $27.1M | 536.9K | — | — |
| Q2 2026 | $5.6M | 107.8K | — | — |
| Q2 2026 | $37K | 545 | — | — |
| Q1 2026 | $21K | 163 | — | — |
| Q1 2026 | $35K | 265 | — | — |
| Q1 2026 | $1.2M | 27.2K | — | — |
| Q1 2026 | $25K | 1.1K | — | — |
| Q1 2026 | $158K | 1.6K | — | — |
| Q1 2026 | $301K | 3.9K | — | — |
| Q1 2026 | $14.1M | 238.9K | — | — |
| Q1 2026 | $92K | 960 | — | — |
| Q1 2026 | $22.4M | 283.8K | — | — |
| Q1 2026 | $23K | 161 | — | — |
| Q1 2026 | $154K | 5.4K | — | — |
| Q1 2026 | $200K | 7.6K | — | — |
| Q1 2026 | $2.1M | 36.5K | — | — |
| Q1 2026 | $126K | 4.2K | — | — |
| Q1 2026 | $26.4M | 269.2K | — | — |
| Q1 2026 | $204K | 6.1K | — | — |
| Q1 2026 | $31K | 1.4K | — | — |
| Q1 2026 | $49K | 514 | — | — |
| Q1 2026 | $104K | 1.1K | — | — |
| Q1 2026 | $23.8M | 521.8K | — | — |
| Q1 2026 | $4.6M | 97.2K | — | — |
| Q1 2026 | $34K | 545 | — | — |
| Q4 2025 | $11K | 82 | — | — |
| Q4 2025 | $29K | 204 | — | — |
| Q4 2025 | $1.2M | 27.2K | — | — |
| Q4 2025 | $25K | 1.1K | — | — |
| Q4 2025 | $157K | 1.6K | — | — |
| Q4 2025 | $315K | 3.9K | — | — |
| Q4 2025 | $13.3M | 229.1K | — | — |
| Q4 2025 | $89K | 960 | — | — |
| Q4 2025 | $23.5M | 284.5K | — | — |
| Q4 2025 | $50K | 357 | — | — |
| Q4 2025 | $154K | 5.3K | — | — |
| Q4 2025 | $190K | 7.2K | — | — |
| Q4 2025 | $2.1M | 36.1K | — | — |
| Q4 2025 | $126K | 4.2K | — | — |
| Q4 2025 | $28.7M | 269.4K | — | — |
| Q4 2025 | $206K | 6.1K | — | — |
| Q4 2025 | $31K | 1.4K | — | — |
| Q4 2025 | $47K | 514 | — | — |
| Q4 2025 | $101K | 1.1K | — | — |
| Q4 2025 | $22.9M | 515.1K | — | — |
| Q4 2025 | $4.5M | 95.4K | — | — |
| Q4 2025 | $35K | 545 | — | — |
| Q3 2025 | $5K | 43 | — | — |
| Q3 2025 | $29K | 102 | — | — |
| Q3 2025 | $1.3M | 28.5K | — | — |
| Q3 2025 | $25K | 1.1K | — | — |
| Q3 2025 | $151K | 1.5K | — | — |
| Q3 2025 | $311K | 4.0K | — | — |
| Q3 2025 | $12.6M | 219.9K | — | — |
| Q3 2025 | $88K | 960 | — | — |
| Q3 2025 | $23.4M | 289.6K | — | — |
| Q3 2025 | $50K | 357 | — | — |
| Q3 2025 | $154K | 5.3K | — | — |
| Q3 2025 | $193K | 7.2K | — | — |
| Q3 2025 | $33K | 330 | — | — |
| Q3 2025 | $2M | 35.6K | — | — |
| Q3 2025 | $126K | 4.2K | — | — |
| Q3 2025 | $28.2M | 270.3K | — | — |
| Q3 2025 | $206K | 6.1K | — | — |
| Q3 2025 | $32K | 1.4K | — | — |
| Q3 2025 | $46K | 514 | — | — |
| Q3 2025 | $101K | 1.1K | — | — |
| Q3 2025 | $22M | 515.3K | — | — |
| Q3 2025 | $4.3M | 92.0K | — | — |
| Q3 2025 | $34K | 545 | — | — |
| Q2 2025 | $26K | 102 | — | — |
| Q2 2025 | $3K | 20 | — | — |
| Q2 2025 | $1.3M | 31.4K | — | — |
| Q2 2025 | $25K | 1.1K | — | — |
| Q2 2025 | $149K | 1.5K | — | — |
| Q2 2025 | $323K | 4.4K | — | — |
| Q2 2025 | $11.2M | 206.3K | — | — |
| Q2 2025 | $83K | 960 | — | — |
| Q2 2025 | $22.4M | 298.6K | — | — |
| Q2 2025 | $48K | 357 | — | — |
| Q2 2025 | $153K | 5.3K | — | — |
| Q2 2025 | $182K | 6.8K | — | — |
| Q2 2025 | $32K | 330 | — | — |
| Q2 2025 | $1.9M | 36.3K | — | — |
| Q2 2025 | $125K | 4.2K | — | — |
| Q2 2025 | $26M | 273.0K | — | — |
| Q2 2025 | $205K | 6.1K | — | — |
| Q2 2025 | $31K | 1.4K | — | — |
| Q2 2025 | $41K | 514 | — | — |
| Q2 2025 | $95K | 1.1K | — | — |
| Q2 2025 | $21M | 518.1K | — | — |
| Q2 2025 | $3.9M | 90.7K | — | — |
| Q2 2025 | $33K | 545 | — | — |
| Q1 2025 | $21K | 102 | — | — |
| Q1 2025 | $1.5M | 34.4K | — | — |
| Q1 2025 | $25K | 1.1K | — | — |
| Q1 2025 | $149K | 1.5K | — | — |
| Q1 2025 | $425K | 6.5K | — | — |
| Q1 2025 | $9.9M | 192.5K | — | — |
| Q1 2025 | $76K | 960 | — | — |
| Q1 2025 | $20.8M | 305.6K | — | — |
| Q1 2025 | $48K | 357 | — | — |
| Q1 2025 | $152K | 5.3K | — | — |
| Q1 2025 | $187K | 6.8K | — | — |
| Q1 2025 | $33K | 330 | — | — |
| Q1 2025 | $2M | 38.5K | — | — |
| Q1 2025 | $125K | 4.2K | — | — |
| Q1 2025 | $22M | 273.7K | — | — |
| Q1 2025 | $203K | 6.1K | — | — |
| Q1 2025 | $31K | 1.4K | — | — |
| Q1 2025 | $40K | 514 | — | — |
| Q1 2025 | $89K | 1.1K | — | — |
| Q1 2025 | $18.7M | 513.5K | — | — |
| Q1 2025 | $3.3M | 83.7K | — | — |
| Q1 2025 | $30K | 545 | — | — |
| Q4 2024 | $24K | 102 | — | — |
| Q4 2024 | $1.5M | 34.4K | — | — |
| Q4 2024 | $25K | 1.1K | — | — |
| Q4 2024 | $446K | 6.5K | — | — |
| Q4 2024 | $10.1M | 184.5K | — | — |
| Q4 2024 | $83K | 960 | — | — |
| Q4 2024 | $22.3M | 312.2K | — | — |
| Q4 2024 | $47K | 357 | — | — |
| Q4 2024 | $104K | 3.7K | — | — |
| Q4 2024 | $33K | 330 | — | — |
| Q4 2024 | $2M | 38.9K | — | — |
| Q4 2024 | $5K | 179 | — | — |
| Q4 2024 | $24.2M | 275.3K | — | — |
| Q4 2024 | $66K | 2.0K | — | — |
| Q4 2024 | $31K | 1.4K | — | — |
| Q4 2024 | $45K | 514 | — | — |
| Q4 2024 | $97K | 1.1K | — | — |
| Q4 2024 | $112K | 3.9K | — | — |
| Q4 2024 | $17.2M | 502.8K | — | — |
| Q4 2024 | $3.1M | 79.5K | — | — |
| Q4 2024 | $26K | 545 | — | — |
| Q3 2024 | $23K | 102 | — | — |
| Q3 2024 | $1.7M | 36.7K | — | — |
| Q3 2024 | $25K | 1.1K | — | — |
| Q3 2024 | $444K | 6.6K | — | — |
| Q3 2024 | $8.5M | 154.7K | — | — |
| Q3 2024 | $84K | 960 | — | — |
| Q3 2024 | $22.3M | 318.6K | — | — |
| Q3 2024 | $51K | 357 | — | — |
| Q3 2024 | $35K | 330 | — | — |
| Q3 2024 | $2.1M | 38.9K | — | — |
| Q3 2024 | $5K | 179 | — | — |
| Q3 2024 | $22.8M | 274.7K | — | — |
| Q3 2024 | $68K | 2.0K | — | — |
| Q3 2024 | $33K | 1.4K | — | — |
| Q3 2024 | $45K | 514 | — | — |
| Q3 2024 | $100K | 1.1K | — | — |
| Q3 2024 | $18.9M | 502.2K | — | — |
| Q3 2024 | $3.1M | 74.1K | — | — |
| Q3 2024 | $29K | 545 | — | — |
| Q2 2024 | $1K | 19 | — | — |
| Q2 2024 | $23K | 102 | — | — |
| Q2 2024 | $4K | 25 | — | — |
| Q2 2024 | $1.5M | 37.7K | — | — |
| Q2 2024 | $25K | 1.1K | — | — |
| Q2 2024 | $426K | 6.7K | — | — |
| Q2 2024 | $7.6M | 147.5K | — | — |
| Q2 2024 | $81K | 960 | — | — |
| Q2 2024 | $21.5M | 324.5K | — | — |
| Q2 2024 | $31K | 330 | — | — |
| Q2 2024 | $2M | 40.4K | — | — |
| Q2 2024 | $5K | 179 | — | — |
| Q2 2024 | $22M | 274.4K | — | — |
| Q2 2024 | $65K | 2.0K | — | — |
| Q2 2024 | $31K | 1.4K | — | — |
| Q2 2024 | $43K | 550 | — | — |
| Q2 2024 | $100K | 1.2K | — | — |
| Q2 2024 | $17.8M | 508.2K | — | — |
| Q2 2024 | $2.7M | 72.7K | — | — |
| Q2 2024 | $52K | 1.0K | — | — |
| Q1 2024 | $1K | 19 | — | — |
| Q1 2024 | $21K | 102 | — | — |
| Q1 2024 | $4K | 25 | — | — |
| Q1 2024 | $1.5M | 37.7K | — | — |
| Q1 2024 | $25K | 1.1K | — | — |
| Q1 2024 | $417K | 6.8K | — | — |
| Q1 2024 | $7.5M | 141.3K | — | — |
| Q1 2024 | $84K | 960 | — | — |
| Q1 2024 | $21M | 327.1K | — | — |
| Q1 2024 | $31K | 330 | — | — |
| Q1 2024 | $2M | 40.4K | — | — |
| Q1 2024 | $5K | 179 | — | — |
| Q1 2024 | $20.1M | 275.3K | — | — |
| Q1 2024 | $66K | 2.0K | — | — |
| Q1 2024 | $32K | 1.4K | — | — |
| Q1 2024 | $46K | 550 | — | — |
| Q1 2024 | $101K | 1.2K | — | — |
| Q1 2024 | $18.3M | 509.4K | — | — |
| Q1 2024 | $2.6M | 72.5K | — | — |
| Q1 2024 | $55K | 1.0K | — | — |
| Q4 2023 | $1K | 19 | — | — |
| Q4 2023 | $20K | 102 | — | — |
| Q4 2023 | $3K | 25 | — | — |
| Q4 2023 | $1.5M | 37.7K | — | — |
| Q4 2023 | $25K | 1.1K | — | — |
| Q4 2023 | $398K | 7.1K | — | — |
| Q4 2023 | $5M | 103.2K | — | — |
| Q4 2023 | $73K | 960 | — | — |
| Q4 2023 | $19.3M | 330.7K | — | — |
| Q4 2023 | $31K | 330 | — | — |
| Q4 2023 | $1.9M | 40.8K | — | — |
| Q4 2023 | $5K | 179 | — | — |
| Q4 2023 | $5.3M | 82.2K | — | — |
| Q4 2023 | $66K | 2.0K | — | — |
| Q4 2023 | $33K | 1.4K | — | — |
| Q4 2023 | $46K | 550 | — | — |
| Q4 2023 | $102K | 1.2K | — | — |
| Q4 2023 | $16.5M | 484.6K | — | — |
| Q4 2023 | $1.1M | 31.4K | — | — |
| Q4 2023 | $50K | 1.0K | — | — |