James T. Borello
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James T. Borello’s Allegion ALLE Stock Holding History

James T. Borello’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2K Buy
+13
New +$2K ﹤0.01% 920
2026
Q2 		– Sell
-31
Closed -$4.5K – 1212
2026
Q1 		$4.5K Buy
31
+18
+138% +$2.87K ﹤0.01% 786
2025
Q4 		$2.07K Sell
13
-8
-38% -$1.33K ﹤0.01% 778
2025
Q3 		$3.72K Buy
+21
New +$3.47K ﹤0.01% 550

Other funds holding ALLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

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

James T. Borello opened a new position in Allegion (ALLE) in Q3 2026: 13 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: James T. Borello previously reported a position in ALLE as recently as Q1 2026.

James T. Borello first reported a position in ALLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.5K in Q1 2026. 237 funds tracked by Wall St. Rank hold ALLE as of Q3 2026.

  • James T. Borello held 13 shares of Allegion worth $2K as of Q3 2026.
  • Allegion was a new James T. Borello position in Q3 2026.
  • Allegion made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #920 holding.
  • James T. Borello first reported a position in Allegion in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello's Allegion position peaked at $4.5K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Allegion as of Q3 2026.

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