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IFP Advisors’s Portillo's PTLO Stock Holding History

IFP 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 		$14.1K Buy
2,967
+1,620
+120% +$7.84K ﹤0.01% 3183
2026
Q1 		$7.13K Sell
1,347
-81
-6% -$441 ﹤0.01% 3332
2025
Q4 		$6.48K Buy
1,428
+38
+3% +$198 ﹤0.01% 3286
2025
Q3 		$8.97K Sell
1,390
-5
-0.4% -$42 ﹤0.01% 2958
2025
Q2 		$16.3K Sell
1,395
-5
-0.4% -$58 ﹤0.01% 2649
2025
Q1 		$16.6K Buy
1,400
+700
+100% +$9.1K ﹤0.01% 2370
2024
Q4 		$6.58K Sell
700
-240
-26% -$2.75K ﹤0.01% 2691
2024
Q3 		$12.7K Buy
940
+250
+36% +$2.79K ﹤0.01% 2331
2024
Q2 		$6.71K Sell
690
-10
-1% -$111 ﹤0.01% 2472
2024
Q1 		$9.93K Buy
700
+10
+1% +$139 ﹤0.01% 2235
2023
Q4 		$11K Hold
690
– – ﹤0.01% 2156
2023
Q3 		$10.6K Sell
690
-19
-3% -$371 ﹤0.01% 2234
2023
Q2 		$16K Buy
709
+19
+3% +$396 ﹤0.01% 2120
2023
Q1 		$20.1K Buy
690
+590
+590% +$12.4K ﹤0.01% 2021
2022
Q4 		$3K Buy
+100
New +$2K ﹤0.01% 4046

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
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
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
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's PTLO Position: Q2 2026 in Review

IFP Advisors increased its Portillo's (PTLO) stake by 120% in Q2 2026, buying an estimated $7.84K and bringing the position to 2,967 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

IFP Advisors first reported a position in PTLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.1K in Q1 2023. 14 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • IFP Advisors held 2,967 shares of Portillo's worth $14.1K as of Q2 2026.
  • IFP Advisors bought 1,620 Portillo's shares in Q2 2026, an estimated $7.84K.
  • Portillo's made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3183 holding.
  • IFP Advisors first reported a position in Portillo's in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's Portillo's position peaked at $20.1K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.