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Larson Financial Group’s Portillo's PTLO Stock Holding History

Larson Financial Group’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
Q1 		$4.39K Sell
830
-5
-0.6% -$27 ﹤0.01% 2664
2025
Q4 		$3.79K Buy
835
+450
+117% +$2.35K ﹤0.01% 2566
2025
Q3 		$2.48K Buy
385
+311
+420% +$2.62K ﹤0.01% 2614
2025
Q2 		$864 Sell
74
-28
-27% -$323 ﹤0.01% 2689
2025
Q1 		$1.21K Buy
+102
New +$1.33K ﹤0.01% 2330
2024
Q1 		– Sell
-704
Closed -$11.2K – 1880
2023
Q4 		$11.2K Buy
+704
New +$10.9K ﹤0.01% 984

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Larson Financial Group's PTLO Position: Q1 2026 in Review

Larson Financial Group reduced its Portillo's (PTLO) stake by 0.6% in Q1 2026, selling an estimated $27 and leaving 830 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Larson Financial Group first reported a position in PTLO in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.2K in Q4 2023. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

  • Larson Financial Group held 830 shares of Portillo's worth $4.39K as of Q1 2026.
  • Larson Financial Group sold 5 Portillo's shares in Q1 2026, an estimated $27.
  • Portillo's made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2664 holding.
  • Larson Financial Group first reported a position in Portillo's in Q4 2023 and has held it in 6 quarters since.
  • Larson Financial Group's Portillo's position peaked at $11.2K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.