Clearstead Advisors’s Potbelly PBPB Stock Holding History

Clearstead Advisors’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	-213	Closed	-$3.63K	–	3125
2025 Q3	$3.63K	Buy	213 +183	+610%	+$2.48K	﹤0.01%	2273
2025 Q2	$368	Buy	+30	New	+$295	﹤0.01%	2520

Other funds holding PBPB

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

Clearstead Advisors's PBPB Position: Q4 2025 in Review

Clearstead Advisors sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 213 shares — an estimated $3.63K sold.

Clearstead Advisors first reported a position in PBPB in Q2 2025 and held it in 2 quarters. The position peaked at $3.63K in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

Clearstead Advisors reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 213 Potbelly shares in Q4 2025, an estimated $3.63K.
Clearstead Advisors first reported a position in Potbelly in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Potbelly position peaked at $3.63K in Q3 2025.
1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.