Root Financial Partners
PTLO icon

Root Financial Partners’s Portillo's PTLO Stock Holding History

Root Financial Partners’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
Q3 		$71 Buy
+20
New +$89 ﹤0.01% 3690
2026
Q2 		– Sell
-393
Closed -$2.08K – 2485
2026
Q1 		$2.08K Buy
+393
New +$2.14K ﹤0.01% 2297

Other funds holding PTLO

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

Root Financial Partners's PTLO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Portillo's (PTLO) in Q3 2026: 20 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #3690 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PTLO as recently as Q1 2026.

Root Financial Partners first reported a position in PTLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.08K in Q1 2026. 79 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

  • Root Financial Partners held 20 shares of Portillo's worth $71 as of Q3 2026.
  • Portillo's was a new Root Financial Partners position in Q3 2026.
  • Portillo's made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3690 holding.
  • Root Financial Partners first reported a position in Portillo's in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Portillo's position peaked at $2.08K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.