DHJJ Financial Advisors’s Portillo's PTLO Stock Holding History

DHJJ Financial 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 Q1	$1.14K	Hold	215	–	–	﹤0.01%	797
2025 Q4	$977	Hold	215	–	–	﹤0.01%	789
2025 Q3	$1.39K	Hold	215	–	–	﹤0.01%	723
2025 Q2	$2.51K	Hold	215	–	–	﹤0.01%	666
2025 Q1	$2.56K	Hold	215	–	–	﹤0.01%	625
2024 Q4	$2.02K	Sell	215 -30	-12%	-$343	﹤0.01%	607
2024 Q3	$3.3K	Hold	245	–	–	﹤0.01%	569
2024 Q2	$2.38K	Hold	245	–	–	﹤0.01%	550
2024 Q1	$3.48K	Hold	245	–	–	﹤0.01%	519
2023 Q4	$3.9K	Buy	245 +100	+69%	+$1.54K	﹤0.01%	510
2023 Q3	$2.23K	Buy	+145	New	+$2.83K	﹤0.01%	536

Other funds holding PTLO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DHJJ Financial Advisors's PTLO Position: Q1 2026 in Review

DHJJ Financial Advisors held its Portillo's (PTLO) position steady in Q1 2026 at 215 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

DHJJ Financial Advisors first reported a position in PTLO in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.9K in Q4 2023. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

DHJJ Financial Advisors held 215 shares of Portillo's worth $1.14K as of Q1 2026.
DHJJ Financial Advisors left its Portillo's share count unchanged in Q1 2026.
Portillo's made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #797 holding.
DHJJ Financial Advisors first reported a position in Portillo's in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Portillo's position peaked at $3.9K in Q4 2023.
186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.