LFG
PBPB

Larson Financial Group’s Potbelly PBPB Stock Holding History

Larson Financial Group’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
2023
Q4 		– Sell
-176
Closed -$1.37K – 1881
2023
Q3 		$1.37K Hold
176
– – ﹤0.01% 1436
2023
Q2 		$1.54K Hold
176
– – ﹤0.01% 1312
2023
Q1 		$1.47K Hold
176
– – ﹤0.01% 1293
2022
Q4 		$980 Buy
+176
New +$924 ﹤0.01% 1297

Other funds holding PBPB

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Larson Financial Group's PBPB Position: Q4 2023 in Review

Larson Financial Group sold out of Potbelly (PBPB) in Q4 2023, closing a stake of 176 shares — an estimated $1.37K sold.

Larson Financial Group first reported a position in PBPB in Q4 2022 and held it in 4 quarters. The position peaked at $1.54K in Q2 2023. 90 funds tracked by Wall St. Rank hold PBPB as of Q4 2023.

  • Larson Financial Group reported no remaining Potbelly position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 176 Potbelly shares in Q4 2023, an estimated $1.37K.
  • Larson Financial Group first reported a position in Potbelly in Q4 2022 and held it in 4 quarters.
  • Larson Financial Group's Potbelly position peaked at $1.54K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Potbelly as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.