MIM
PBPB

Morningstar Investment Management’s Potbelly PBPB Stock Holding History

Morningstar Investment Management’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
-102,917
Closed -$1.75M – 427
2025
Q3 		$1.75M Buy
+102,917
New +$1.4M 0.06% 275

Other funds holding PBPB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morningstar Investment Management's PBPB Position: Q4 2025 in Review

Morningstar Investment Management sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 102,917 shares — an estimated $1.75M sold.

Morningstar Investment Management first reported a position in PBPB in Q3 2025 and held it in 1 quarter. The position peaked at $1.75M in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

  • Morningstar Investment Management reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 102,917 Potbelly shares in Q4 2025, an estimated $1.75M.
  • Morningstar Investment Management first reported a position in Potbelly in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Potbelly position peaked at $1.75M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.