JTBR
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James T. Borello RIA’s AutoNation AN Stock Holding History

James T. Borello RIA’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.89K Buy
+12
New +$2.37K ﹤0.01% 930
2026
Q2 		– Sell
-11
Closed -$2.15K – 1213
2026
Q1 		$2.15K Hold
11
– – ﹤0.01% 916
2025
Q4 		$2.27K Buy
+11
New +$2.29K ﹤0.01% 755

Other funds holding AN

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

James T. Borello RIA opened a new position in AutoNation (AN) in Q3 2026: 12 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: James T. Borello RIA previously reported a position in AN as recently as Q1 2026.

James T. Borello RIA first reported a position in AN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27K in Q4 2025. 50 funds tracked by Wall St. Rank hold AN as of Q3 2026.

  • James T. Borello RIA held 12 shares of AutoNation worth $1.89K as of Q3 2026.
  • AutoNation was a new James T. Borello RIA position in Q3 2026.
  • AutoNation made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #930 holding.
  • James T. Borello RIA first reported a position in AutoNation in Q4 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's AutoNation position peaked at $2.27K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

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