FFA
PTLO icon

Farther Finance Advisors’s Portillo's PTLO Stock Holding History

Farther Finance 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 		$2.14K Sell
452
-556
-55% -$2.69K ﹤0.01% 5144
2026
Q1 		$5.44K Buy
1,008
+494
+96% +$2.69K ﹤0.01% 4447
2025
Q4 		$2.33K Buy
514
+473
+1,154% +$2.47K ﹤0.01% 4632
2025
Q3 		$264 Buy
+41
New +$346 ﹤0.01% 4670
2024
Q1 		– Sell
-10
Closed -$159 – 3706
2023
Q4 		$159 Buy
+10
New +$155 ﹤0.01% 3255

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Farther Finance Advisors's PTLO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Portillo's (PTLO) stake by 55% in Q2 2026, selling an estimated $2.69K and leaving 452 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #5144.

Farther Finance Advisors first reported a position in PTLO in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.44K in Q1 2026. 19 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Farther Finance Advisors held 452 shares of Portillo's worth $2.14K as of Q2 2026.
  • Farther Finance Advisors sold 556 Portillo's shares in Q2 2026, an estimated $2.69K.
  • Portillo's made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5144 holding.
  • Farther Finance Advisors first reported a position in Portillo's in Q4 2023 and has held it in 5 quarters since.
  • Farther Finance Advisors's Portillo's position peaked at $5.44K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.