EverSource Wealth Advisors’s Potbelly PBPB Stock Holding History

EverSource Wealth 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 Q4	–	Sell	-149	Closed	-$2.54K	–	4393
2025 Q3	$2.54K	Buy	149 +59	+66%	+$800	﹤0.01%	3444
2025 Q2	$1.1K	Buy	90 +76	+543%	+$747	﹤0.01%	3706
2025 Q1	$133	Buy	+14	New	+$155	﹤0.01%	3775

Other funds holding PBPB

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

EverSource Wealth Advisors's PBPB Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 149 shares — an estimated $2.54K sold.

EverSource Wealth Advisors first reported a position in PBPB in Q1 2025 and held it in 3 quarters. The position peaked at $2.54K in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

EverSource Wealth Advisors reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 149 Potbelly shares in Q4 2025, an estimated $2.54K.
EverSource Wealth Advisors first reported a position in Potbelly in Q1 2025 and held it in 3 quarters.
EverSource Wealth Advisors's Potbelly position peaked at $2.54K in Q3 2025.
1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.