MFS
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Miller Financial Services’s Portillo's PTLO Stock Holding History

Miller Financial Services’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
Q2 		$49.4K Sell
10,425
-17,350
-62% -$84K 0.04% 141
2026
Q1 		$147K Sell
27,775
-7,000
-20% -$38.1K 0.16% 108
2025
Q4 		$158K Sell
34,775
-18,600
-35% -$97.1K 0.19% 105
2025
Q3 		$344K Sell
53,375
-10,616
-17% -$89.6K 0.4% 70
2025
Q2 		$747K Buy
63,991
+2,725
+4% +$31.4K 0.95% 31
2025
Q1 		$728K Buy
61,266
+2,140
+4% +$27.8K 1.05% 31
2024
Q4 		$556K Buy
+59,126
New +$676K 0.47% 70

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Miller Financial Services's PTLO Position: Q2 2026 in Review

Miller Financial Services reduced its Portillo's (PTLO) stake by 62% in Q2 2026, selling an estimated $84K and leaving 10,425 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #141.

Miller Financial Services first reported a position in PTLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $747K in Q2 2025. 32 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Miller Financial Services held 10,425 shares of Portillo's worth $49.4K as of Q2 2026.
  • Miller Financial Services sold 17,350 Portillo's shares in Q2 2026, an estimated $84K.
  • Portillo's made up 0.04% of Miller Financial Services's portfolio in Q2 2026, its #141 holding.
  • Miller Financial Services first reported a position in Portillo's in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Portillo's position peaked at $747K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.