James T. Borello RIA
PAG icon

James T. Borello RIA’s Penske Automotive Group PAG Stock Holding History

James T. Borello RIA’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.8K Hold
9
– – ﹤0.01% 935
2026
Q2 		$1.61K Sell
9
-4
-31% -$669 ﹤0.01% 977
2026
Q1 		$1.94K Sell
13
-1
-7% -$158 ﹤0.01% 927
2025
Q4 		$2.22K Buy
+14
New +$2.3K ﹤0.01% 762

Other funds holding PAG

Applied Capital LLC
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

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

James T. Borello RIA held its Penske Automotive Group (PAG) position steady in Q3 2026 at 9 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

James T. Borello RIA first reported a position in PAG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.22K in Q4 2025. 80 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

  • James T. Borello RIA held 9 shares of Penske Automotive Group worth $1.8K as of Q3 2026.
  • James T. Borello RIA left its Penske Automotive Group share count unchanged in Q3 2026.
  • Penske Automotive Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #935 holding.
  • James T. Borello RIA first reported a position in Penske Automotive Group in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Penske Automotive Group position peaked at $2.22K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

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