James T. Borello’s Plumas Bancorp PLBC Stock Holding History

James T. Borello’s Portfolio PLBC Stock Details PLBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$61	Hold	1	–	–	﹤0.01%	1241
2026 Q2	$58	Hold	1	–	–	﹤0.01%	1201
2026 Q1	$49	Buy	+1	New	+$49	﹤0.01%	1197

Other funds holding PLBC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

James T. Borello held its Plumas Bancorp (PLBC) position steady in Q3 2026 at 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

James T. Borello first reported a position in PLBC in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold PLBC as of Q3 2026.

James T. Borello held 1 share of Plumas Bancorp worth $61 as of Q3 2026.
James T. Borello left its Plumas Bancorp share count unchanged in Q3 2026.
Plumas Bancorp made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1241 holding.
James T. Borello first reported a position in Plumas Bancorp in Q1 2026 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held Plumas Bancorp as of Q3 2026.

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