IFP Advisors
PTLO icon

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
Q3 		$3.51K Sell
995
-1,972
-66% -$8.74K ﹤0.01% 3981
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 		$9.9K 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 $145M AUM 10.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

IFP Advisors's PTLO Position: Q3 2026 in Review

IFP Advisors reduced its Portillo's (PTLO) stake by 66% in Q3 2026, selling an estimated $8.74K and leaving 995 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3981.

IFP Advisors first reported a position in PTLO in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.1K in Q1 2023. 17 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

  • IFP Advisors held 995 shares of Portillo's worth $3.51K as of Q3 2026.
  • IFP Advisors sold 1,972 Portillo's shares in Q3 2026, an estimated $8.74K.
  • Portillo's made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3981 holding.
  • IFP Advisors first reported a position in Portillo's in Q4 2022 and has held it in 16 quarters since.
  • IFP Advisors's Portillo's position peaked at $20.1K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.