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Essential Partners’s Portillo's PTLO Stock Holding History

Essential Partners’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
Q3 		$2.96K Sell
837
-535
-39% -$2.37K ﹤0.01% 1768
2026
Q2 		$6.5K Sell
1,372
-3,635
-73% -$17.6K ﹤0.01% 1411
2026
Q1 		$26.5K Buy
5,007
+5,001
+83,350% +$27.2K 0.01% 832
2025
Q4 		$27 Buy
+6
New +$31 ﹤0.01% 2697

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Essential Partners's PTLO Position: Q3 2026 in Review

Essential Partners reduced its Portillo's (PTLO) stake by 39% in Q3 2026, selling an estimated $2.37K and leaving 837 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Essential Partners first reported a position in PTLO in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.5K in Q1 2026. 16 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

  • Essential Partners held 837 shares of Portillo's worth $2.96K as of Q3 2026.
  • Essential Partners sold 535 Portillo's shares in Q3 2026, an estimated $2.37K.
  • Portillo's made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1768 holding.
  • Essential Partners first reported a position in Portillo's in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Portillo's position peaked at $26.5K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.