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Capital Advisors Ltd’s Portillo's PTLO Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		– Sell
-33
Closed – – 1542
2026
Q1 		$0 Hold
33
– – ﹤0.01% 1553
2025
Q4 		$0 Buy
+33
New +$172 ﹤0.01% 1527
2024
Q4 		– Sell
-79
Closed -$1K – 1537
2024
Q3 		$1K Buy
+79
New +$882 ﹤0.01% 1276

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Capital Advisors Ltd's PTLO Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Portillo's (PTLO) in Q2 2026, closing a stake of 33 shares.

Capital Advisors Ltd first reported a position in PTLO in Q3 2024 and held it in 3 quarters. The position peaked at $1K in Q3 2024. 14 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Portillo's position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 33 Portillo's shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Portillo's in Q3 2024 and held it in 3 quarters.
  • Capital Advisors Ltd's Portillo's position peaked at $1K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.