James T. Borello RIA
S icon

James T. Borello RIA’s SentinelOne S Stock Holding History

James T. Borello RIA’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.5K Buy
440
+4
+0.9% +$83 ﹤0.01% 596
2026
Q2 		$7.4K Buy
436
+177
+68% +$2.72K ﹤0.01% 679
2026
Q1 		$3.34K Buy
+259
New +$3.6K ﹤0.01% 850

Other funds holding S

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

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

James T. Borello RIA increased its SentinelOne (S) stake by 0.92% in Q3 2026, buying an estimated $83 and bringing the position to 440 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

James T. Borello RIA first reported a position in S in Q1 2026 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • James T. Borello RIA held 440 shares of SentinelOne worth $10.5K as of Q3 2026.
  • James T. Borello RIA bought 4 SentinelOne shares in Q3 2026, an estimated $83.
  • SentinelOne made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #596 holding.
  • James T. Borello RIA first reported a position in SentinelOne in Q1 2026 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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