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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
Q1 		$2.08K Buy
+393
New +$2.14K ﹤0.01% 2297

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

Root Financial Partners's PTLO Position: Q1 2026 in Review

Root Financial Partners opened a new position in Portillo's (PTLO) in Q1 2026: 393 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #2297 among its holdings.

186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

  • Root Financial Partners held 393 shares of Portillo's worth $2.08K as of Q1 2026.
  • Portillo's was a new Root Financial Partners position in Q1 2026.
  • Portillo's made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2297 holding.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.