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James T. Borello RIA’s Planet Fitness PLNT Stock Holding History

James T. Borello RIA’s Portfolio PLNT Stock Details PLNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.49K Buy
130
+95
+271% +$4.85K ﹤0.01% 757
2026
Q2 		$1.83K Buy
+35
New +$2.05K ﹤0.01% 956
2026
Q1 		– Sell
-18
Closed -$1.95K – 1238
2025
Q4 		$1.95K Buy
18
+12
+200% +$1.24K ﹤0.01% 786
2025
Q3 		$623 Buy
+6
New +$638 ﹤0.01% 853

Other funds holding PLNT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 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
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

James T. Borello RIA increased its Planet Fitness (PLNT) stake by 271% in Q3 2026, buying an estimated $4.85K and bringing the position to 130 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

James T. Borello RIA first reported a position in PLNT in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold PLNT as of Q3 2026.

  • James T. Borello RIA held 130 shares of Planet Fitness worth $5.49K as of Q3 2026.
  • James T. Borello RIA bought 95 Planet Fitness shares in Q3 2026, an estimated $4.85K.
  • Planet Fitness made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #757 holding.
  • James T. Borello RIA first reported a position in Planet Fitness in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2026.

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