DFA
PBPB

DHK Financial Advisors’s Potbelly PBPB Stock Holding History

DHK Financial 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
Q2 		$584K Hold
47,652
– – 0.34% 55
2025
Q1 		$453K Buy
47,652
+700
+1% +$7.74K 0.25% 63
2024
Q4 		$442K Hold
46,952
– – 0.27% 62
2024
Q3 		$392K Buy
+46,952
New +$358K 0.24% 64

Other funds holding PBPB

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
MCM
Monimus Capital Management Woodbridge, New Jersey $432M AUM 20.27% 1-Year Est. Return

DHK Financial Advisors's PBPB Position: Q2 2025 in Review

DHK Financial Advisors held its Potbelly (PBPB) position steady in Q2 2025 at 47,652 shares worth $584K. The position accounts for 0.34% of the portfolio, ranked #55.

DHK Financial Advisors first reported a position in PBPB in Q3 2024 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold PBPB as of Q2 2025.

  • DHK Financial Advisors held 47,652 shares of Potbelly worth $584K as of Q2 2025.
  • DHK Financial Advisors left its Potbelly share count unchanged in Q2 2025.
  • Potbelly made up 0.34% of DHK Financial Advisors's portfolio in Q2 2025, its #55 holding.
  • DHK Financial Advisors first reported a position in Potbelly in Q3 2024 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Potbelly as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.