Center for Financial Planning’s Portillo's PTLO Stock Holding History

Center for Financial Planning’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	$1.81K	Hold	382	–	–	﹤0.01%	592
2026 Q1	$2.02K	Hold	382	–	–	﹤0.01%	579
2025 Q4	$1.74K	Hold	382	–	–	﹤0.01%	617
2025 Q3	$2.46K	Hold	382	–	–	﹤0.01%	582
2025 Q2	$4.46K	Hold	382	–	–	﹤0.01%	522
2025 Q1	$4.54K	Hold	382	–	–	﹤0.01%	540
2024 Q4	$3.59K	Hold	382	–	–	﹤0.01%	500
2024 Q3	$5.15K	Hold	382	–	–	﹤0.01%	457
2024 Q2	$3.71K	Buy	+382	New	+$4.25K	﹤0.01%	469

Other funds holding PTLO

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

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

Center for Financial Planning's PTLO Position: Q2 2026 in Review

Center for Financial Planning held its Portillo's (PTLO) position steady in Q2 2026 at 382 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Center for Financial Planning first reported a position in PTLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.15K in Q3 2024. 17 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

Center for Financial Planning held 382 shares of Portillo's worth $1.81K as of Q2 2026.
Center for Financial Planning left its Portillo's share count unchanged in Q2 2026.
Portillo's made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #592 holding.
Center for Financial Planning first reported a position in Portillo's in Q2 2024 and has held it in 9 quarters since.
Center for Financial Planning's Portillo's position peaked at $5.15K in Q3 2024.
17 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.