FGA
PBPB

Fortis Group Advisors’s Potbelly PBPB Stock Holding History

Fortis Group 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
-20
Closed -$341 – 593
2025
Q3 		$341 Hold
20
– – ﹤0.01% 503
2025
Q2 		$245 Hold
20
– – ﹤0.01% 499
2025
Q1 		$190 Hold
20
– – ﹤0.01% 473
2024
Q4 		$188 Hold
20
– – ﹤0.01% 482
2024
Q3 		$167 Hold
20
– – ﹤0.01% 476
2024
Q2 		$161 Hold
20
– – ﹤0.01% 479
2024
Q1 		$242 Sell
20
-20
-50% -$250 ﹤0.01% 488
2023
Q4 		$416 Buy
40
+20
+100% +$182 ﹤0.01% 428
2023
Q3 		$156 Buy
+20
New +$170 ﹤0.01% 429
2020
Q3 		$0 Buy
+20
New +$71 ﹤0.01% 471

Other funds holding PBPB

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

Fortis Group Advisors's PBPB Position: Q4 2025 in Review

Fortis Group Advisors sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 20 shares — an estimated $341 sold.

Fortis Group Advisors first reported a position in PBPB in Q3 2020 and held it in 10 quarters. The position peaked at $416 in Q4 2023. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

  • Fortis Group Advisors reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 20 Potbelly shares in Q4 2025, an estimated $341.
  • Fortis Group Advisors first reported a position in Potbelly in Q3 2020 and held it in 10 quarters.
  • Fortis Group Advisors's Potbelly position peaked at $416 in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

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