LPL Financial’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-18,917
| Closed | -$322K | – | 6018 |
|
|
2025
Q3 | $322K | Sell |
18,917
-440
| -2% | -$5.96K | ﹤0.01% | 4996 |
|
|
2025
Q2 | $237K | Sell |
19,357
-730
| -4% | -$7.18K | ﹤0.01% | 4958 |
|
|
2025
Q1 | $191K | Buy |
20,087
+477
| +2% | +$5.27K | ﹤0.01% | 4885 |
|
|
2024
Q4 | $185K | Buy |
19,610
+6,610
| +51% | +$60K | ﹤0.01% | 4840 |
|
|
2024
Q3 | $108K | Buy |
+13,000
| New | +$99.2K | ﹤0.01% | 4882 |
|
|
2017
Q2 | – | Sell |
-33,434
| Closed | -$465K | – | 2933 |
|
|
2017
Q1 | $465K | Buy |
33,434
+1,130
| +3% | +$14.9K | ﹤0.01% | 1869 |
|
|
2016
Q4 | $431K | Sell |
32,304
-2,634
| -8% | -$35.2K | ﹤0.01% | 1858 |
|
|
2016
Q3 | $455K | Sell |
34,938
-1,912
| -5% | -$24.8K | ﹤0.01% | 1800 |
|
|
2016
Q2 | $462K | Buy |
36,850
+23,780
| +182% | +$317K | ﹤0.01% | 1746 |
|
|
2016
Q1 | $176K | Sell |
13,070
-6,700
| -34% | -$80.4K | ﹤0.01% | 2824 |
|
|
2015
Q4 | $233K | Buy |
+19,770
| New | +$231K | ﹤0.01% | 2712 |
|
|
2015
Q3 | – | Sell |
-10,035
| Closed | -$125K | – | 2869 |
|
|
2015
Q2 | $125K | Sell |
10,035
-870
| -8% | -$12.2K | ﹤0.01% | 2729 |
|
|
2015
Q1 | $151K | Hold |
10,905
| – | – | ﹤0.01% | 2618 |
|
|
2014
Q4 | $140K | Sell |
10,905
-1,380
| -11% | -$17.5K | ﹤0.01% | 2586 |
|
|
2014
Q3 | $141K | Buy |
12,285
+2,175
| +22% | +$26.8K | ﹤0.01% | 2561 |
|
|
2014
Q2 | $161K | Sell |
10,110
-1,060
| -9% | -$17.3K | ﹤0.01% | 2537 |
|
|
2014
Q1 | $200K | Buy |
+11,170
| New | +$241K | ﹤0.01% | 2447 |
|
Other funds holding PBPB
LPL Financial's PBPB Position: Q4 2025 in Review
LPL Financial sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 18,917 shares — an estimated $322K sold.
LPL Financial first reported a position in PBPB in Q1 2014 and held it in 17 quarters. The position peaked at $465K in Q1 2017. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.
- LPL Financial reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 18,917 Potbelly shares in Q4 2025, an estimated $322K.
- LPL Financial first reported a position in Potbelly in Q1 2014 and held it in 17 quarters.
- LPL Financial's Potbelly position peaked at $465K in Q1 2017.
- 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.