Jones Financial Companies
PBPB

Jones Financial Companies’s Potbelly PBPB Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-200
Closed -$1.88K – 3820
2024
Q4 		$1.88K Hold
200
– – ﹤0.01% 3016
2024
Q3 		$1.68K Buy
+200
New +$1.53K ﹤0.01% 2707

Other funds holding PBPB

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Jones Financial Companies's PBPB Position: Q1 2025 in Review

Jones Financial Companies sold out of Potbelly (PBPB) in Q1 2025, closing a stake of 200 shares — an estimated $1.88K sold.

Jones Financial Companies first reported a position in PBPB in Q3 2024 and held it in 2 quarters. The position peaked at $1.88K in Q4 2024. 115 funds tracked by Wall St. Rank hold PBPB as of Q1 2025.

  • Jones Financial Companies reported no remaining Potbelly position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 200 Potbelly shares in Q1 2025, an estimated $1.88K.
  • Jones Financial Companies first reported a position in Potbelly in Q3 2024 and held it in 2 quarters.
  • Jones Financial Companies's Potbelly position peaked at $1.88K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Potbelly as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.