Ancora Advisors’s Portillo's PTLO Stock Holding History

Ancora Advisors’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-476	Closed	-$5.55K	–	2034
2025 Q2	$5.55K	Hold	476	–	–	﹤0.01%	1477
2025 Q1	$5.66K	Hold	476	–	–	﹤0.01%	1414
2024 Q4	$4.47K	Buy	+476	New	+$5.45K	﹤0.01%	1479

Other funds holding PTLO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ancora Advisors's PTLO Position: Q3 2025 in Review

Ancora Advisors sold out of Portillo's (PTLO) in Q3 2025, closing a stake of 476 shares — an estimated $5.55K sold.

Ancora Advisors first reported a position in PTLO in Q4 2024 and held it in 3 quarters. The position peaked at $5.66K in Q1 2025. 184 funds tracked by Wall St. Rank hold PTLO as of Q3 2025.

Ancora Advisors reported no remaining Portillo's position as of Q3 2025 after selling out during the quarter.
Ancora Advisors sold 476 Portillo's shares in Q3 2025, an estimated $5.55K.
Ancora Advisors first reported a position in Portillo's in Q4 2024 and held it in 3 quarters.
Ancora Advisors's Portillo's position peaked at $5.66K in Q1 2025.
184 funds tracked by Wall St. Rank held Portillo's as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.