Kovitz Investment Group Partners
PBPB

Kovitz Investment Group Partners’s Potbelly PBPB Stock Holding History

Kovitz Investment Group Partners’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
-17,707
Closed -$302K – 1065
2025
Q3 		$302K Buy
17,707
+313
+2% +$4.24K ﹤0.01% 1200
2025
Q2 		$213K Hold
17,394
– – ﹤0.01% 1262
2025
Q1 		$165K Hold
17,394
– – ﹤0.01% 1189
2024
Q4 		$164K Hold
17,394
– – ﹤0.01% 1183
2024
Q3 		$145 Buy
+17,394
New +$133K ﹤0.01% 1052

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Kovitz Investment Group Partners's PBPB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 17,707 shares — an estimated $302K sold.

Kovitz Investment Group Partners first reported a position in PBPB in Q3 2024 and held it in 5 quarters. The position peaked at $302K in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 17,707 Potbelly shares in Q4 2025, an estimated $302K.
  • Kovitz Investment Group Partners first reported a position in Potbelly in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Potbelly position peaked at $302K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.