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

James T. Borello RIA’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
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Wealth Enhancement Advisory Services
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DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

James T. Borello RIA 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 RIA first reported a position in PLBC in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PLBC as of Q3 2026.

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

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