EverSource Wealth Advisors’s Portillo's PTLO Stock Holding History

EverSource Wealth 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 Q2	$3.56K	Sell	751 -489	-39%	-$2.37K	﹤0.01%	3458
2026 Q1	$6.56K	Buy	1,240 +844	+213%	+$4.59K	﹤0.01%	3134
2025 Q4	$1.8K	Buy	396 +285	+257%	+$1.49K	﹤0.01%	3537
2025 Q3	$716	Buy	111 +9	+9%	+$76	﹤0.01%	3849
2025 Q2	$1.19K	Sell	102 -54	-35%	-$623	﹤0.01%	3682
2025 Q1	$1.85K	Buy	156 +125	+403%	+$1.63K	﹤0.01%	2955
2024 Q4	$291	Buy	+31	New	+$355	﹤0.01%	3353

Other funds holding PTLO

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $589M AUM 34.51% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's PTLO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Portillo's (PTLO) stake by 39% in Q2 2026, selling an estimated $2.37K and leaving 751 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

EverSource Wealth Advisors first reported a position in PTLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.56K in Q1 2026. 43 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

EverSource Wealth Advisors held 751 shares of Portillo's worth $3.56K as of Q2 2026.
EverSource Wealth Advisors sold 489 Portillo's shares in Q2 2026, an estimated $2.37K.
Portillo's made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3458 holding.
EverSource Wealth Advisors first reported a position in Portillo's in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Portillo's position peaked at $6.56K in Q1 2026.
43 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.