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Clearstead Advisors’s Portillo's PTLO Stock Holding History

Clearstead 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
2026
Q2 		$76 Buy
+16
New +$77 ﹤0.01% 3410

Other funds holding PTLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LAM
Lakewood Asset Management Naperville, Illinois $182M AUM 22.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's PTLO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Portillo's (PTLO) in Q2 2026: 16 shares worth $76. The stake represents ﹤0.01% of the portfolio and ranks #3410 among its holdings.

61 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Clearstead Advisors held 16 shares of Portillo's worth $76 as of Q2 2026.
  • Portillo's was a new Clearstead Advisors position in Q2 2026.
  • Portillo's made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3410 holding.
  • 61 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.