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James T. Borello RIA’s PTC PTC Stock Holding History

James T. Borello RIA’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$702 Hold
5
– – ﹤0.01% 1018
2026
Q2 		$568 Sell
5
-48
-91% -$6.48K ﹤0.01% 1054
2026
Q1 		$7.55K Buy
53
+33
+165% +$5.22K ﹤0.01% 644
2025
Q4 		$3.48K Buy
20
+6
+43% +$1.12K ﹤0.01% 665
2025
Q3 		$2.84K Buy
+14
New +$2.86K ﹤0.01% 665

Other funds holding PTC

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 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
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

James T. Borello RIA held its PTC (PTC) position steady in Q3 2026 at 5 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

James T. Borello RIA first reported a position in PTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.55K in Q1 2026. 75 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • James T. Borello RIA held 5 shares of PTC worth $702 as of Q3 2026.
  • James T. Borello RIA left its PTC share count unchanged in Q3 2026.
  • PTC made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1018 holding.
  • James T. Borello RIA first reported a position in PTC in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's PTC position peaked at $7.55K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held PTC as of Q3 2026.

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