Allworth Financial’s Potbelly PBPB Stock Holding History

Allworth Financial’s Portfolio PBPB Stock Details PBPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-232	Closed	-$3.95K	–	5216
2025 Q3	$3.95K	Buy	+232	New	+$3.15K	﹤0.01%	3684

Other funds holding PBPB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's PBPB Position: Q4 2025 in Review

Allworth Financial sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 232 shares — an estimated $3.95K sold.

Allworth Financial first reported a position in PBPB in Q3 2025 and held it in 1 quarter. The position peaked at $3.95K in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

Allworth Financial reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 232 Potbelly shares in Q4 2025, an estimated $3.95K.
Allworth Financial first reported a position in Potbelly in Q3 2025 and held it in 1 quarter.
Allworth Financial's Potbelly position peaked at $3.95K in Q3 2025.
1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.