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Creative Financial Designs’s Portillo's PTLO Stock Holding History

Creative Financial Designs’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 		$474 Hold
100
– – ﹤0.01% 2139
2026
Q1 		$529 Hold
100
– – ﹤0.01% 1997
2025
Q4 		$454 Hold
100
– – ﹤0.01% 1918
2025
Q3 		$645 Sell
100
-1,054
-91% -$8.89K ﹤0.01% 1891
2025
Q2 		$13.5K Hold
1,154
– – ﹤0.01% 1255
2025
Q1 		$13.7K Hold
1,154
– – ﹤0.01% 1203
2024
Q4 		$10.8K Hold
1,154
– – ﹤0.01% 1221
2024
Q3 		$15.5K Hold
1,154
– – ﹤0.01% 1083
2024
Q2 		$11.2K Buy
1,154
+889
+335% +$9.9K ﹤0.01% 1126
2024
Q1 		$3.76K Buy
265
+165
+165% +$2.29K ﹤0.01% 1375
2023
Q4 		$1.59K Hold
100
– – ﹤0.01% 1458
2023
Q3 		$1.54K Hold
100
– – ﹤0.01% 1368
2023
Q2 		$2.25K Hold
100
– – ﹤0.01% 1301
2023
Q1 		$2.14K Hold
100
– – ﹤0.01% 1253
2022
Q4 		$1.63K Hold
100
– – ﹤0.01% 1172
2022
Q3 		$2K Hold
100
– – ﹤0.01% 1180
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1141
2022
Q1 		$2K Buy
+100
New +$2.65K ﹤0.01% 1176

Other funds holding PTLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Financial Designs's PTLO Position: Q2 2026 in Review

Creative Financial Designs held its Portillo's (PTLO) position steady in Q2 2026 at 100 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Creative Financial Designs first reported a position in PTLO in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.5K in Q3 2024. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Creative Financial Designs held 100 shares of Portillo's worth $474 as of Q2 2026.
  • Creative Financial Designs left its Portillo's share count unchanged in Q2 2026.
  • Portillo's made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2139 holding.
  • Creative Financial Designs first reported a position in Portillo's in Q1 2022 and has held it in 18 quarters since.
  • Creative Financial Designs's Portillo's position peaked at $15.5K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.