EP
PBPB

Essential Partners’s Potbelly PBPB Stock Holding History

Essential Partners’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
-255
Closed -$4.34K – 2881
2025
Q3 		$4.34K Buy
255
+224
+723% +$3.04K ﹤0.01% 1476
2025
Q2 		$380 Buy
+31
New +$305 ﹤0.01% 1771

Other funds holding PBPB

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

Essential Partners's PBPB Position: Q4 2025 in Review

Essential Partners sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 255 shares — an estimated $4.34K sold.

Essential Partners first reported a position in PBPB in Q2 2025 and held it in 2 quarters. The position peaked at $4.34K in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

  • Essential Partners reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 255 Potbelly shares in Q4 2025, an estimated $4.34K.
  • Essential Partners first reported a position in Potbelly in Q2 2025 and held it in 2 quarters.
  • Essential Partners's Potbelly position peaked at $4.34K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.