Cerity Partners’s Potbelly PBPB Stock Holding History

Cerity Partners’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	-186,166	Closed	-$3.17M	–	2982
2025 Q3	$3.17M	Sell	186,166 -22,558	-11%	-$306K	0.01%	1083
2025 Q2	$2.56M	Sell	208,724 -69,326	-25%	-$681K	﹤0.01%	1100
2025 Q1	$2.64M	Buy	278,050 +353	+0.1%	+$3.9K	0.01%	991
2024 Q4	$2.62M	Sell	277,697 -1,969	-0.7%	-$17.9K	0.01%	986
2024 Q3	$2.33M	Buy	+279,666	New	+$2.13M	0.01%	1030
2024 Q1	–	Sell	-279,182	Closed	-$2.91M	–	2336
2023 Q4	$2.91M	Sell	279,182 -13,570	-5%	-$123K	0.01%	665
2023 Q3	$2.28M	Buy	+292,752	New	+$2.49M	0.01%	552

Other funds holding PBPB

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

Cerity Partners's PBPB Position: Q4 2025 in Review

Cerity Partners sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 186,166 shares — an estimated $3.17M sold.

Cerity Partners first reported a position in PBPB in Q3 2023 and held it in 7 quarters. The position peaked at $3.17M in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

Cerity Partners reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 186,166 Potbelly shares in Q4 2025, an estimated $3.17M.
Cerity Partners first reported a position in Potbelly in Q3 2023 and held it in 7 quarters.
Cerity Partners's Potbelly position peaked at $3.17M in Q3 2025.
1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.