Rothschild Investment LLC’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 |
-105
| Closed | -$1.79K | – | 3481 |
|
|
2025
Q3 | $1.79K | Hold |
105
| – | – | ﹤0.01% | 2300 |
|
|
2025
Q2 | $1.29K | Buy |
105
+55
| +110% | +$541 | ﹤0.01% | 2327 |
|
|
2025
Q1 | $476 | Hold |
50
| – | – | ﹤0.01% | 2631 |
|
|
2024
Q4 | $471 | Buy |
50
+15
| +43% | +$136 | ﹤0.01% | 2559 |
|
|
2024
Q3 | $292 | Buy |
+35
| New | +$267 | ﹤0.01% | 2617 |
|
|
2018
Q4 | – | Sell |
-22,970
| Closed | -$283K | – | 383 |
|
|
2018
Q3 | $283K | Sell |
22,970
-400
| -2% | -$5.18K | 0.03% | 313 |
|
|
2018
Q2 | $303K | Sell |
23,370
-16,500
| -41% | -$208K | 0.04% | 298 |
|
|
2018
Q1 | $480K | Sell |
39,870
-83,625
| -68% | -$1.05M | 0.06% | 243 |
|
|
2017
Q4 | $1.52M | Sell |
123,495
-5,035
| -4% | -$61.8K | 0.17% | 144 |
|
|
2017
Q3 | $1.59M | Sell |
128,530
-27,425
| -18% | -$320K | 0.18% | 138 |
|
|
2017
Q2 | $1.79M | Sell |
155,955
-5,325
| -3% | -$65K | 0.2% | 121 |
|
|
2017
Q1 | $2.24M | Sell |
161,280
-28,150
| -15% | -$370K | 0.26% | 92 |
|
|
2016
Q4 | $2.44M | Sell |
189,430
-21,225
| -10% | -$284K | 0.29% | 90 |
|
|
2016
Q3 | $2.62M | Sell |
210,655
-15,625
| -7% | -$202K | 0.32% | 88 |
|
|
2016
Q2 | $2.84M | Sell |
226,280
-51,825
| -19% | -$690K | 0.36% | 76 |
|
|
2016
Q1 | $3.79M | Sell |
278,105
-22,425
| -7% | -$269K | 0.49% | 58 |
|
|
2015
Q4 | $3.52M | Sell |
300,530
-8,575
| -3% | -$100K | 0.45% | 65 |
|
|
2015
Q3 | $3.4M | Buy |
309,105
+10,200
| +3% | +$122K | 0.45% | 60 |
|
|
2015
Q2 | $3.66M | Buy |
298,905
+675
| +0.2% | +$9.47K | 0.42% | 60 |
|
|
2015
Q1 | $4.09M | Buy |
298,230
+44,240
| +17% | +$614K | 0.48% | 54 |
|
|
2014
Q4 | $3.27M | Buy |
253,990
+36,140
| +17% | +$457K | 0.39% | 65 |
|
|
2014
Q3 | $2.54M | Buy |
+217,850
| New | +$2.69M | 0.31% | 79 |
|
Other funds holding PBPB
Rothschild Investment LLC's PBPB Position: Q4 2025 in Review
Rothschild Investment LLC sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 105 shares — an estimated $1.79K sold.
Rothschild Investment LLC first reported a position in PBPB in Q3 2014 and held it in 22 quarters. The position peaked at $4.09M in Q1 2015. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.
- Rothschild Investment LLC reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
- Rothschild Investment LLC sold 105 Potbelly shares in Q4 2025, an estimated $1.79K.
- Rothschild Investment LLC first reported a position in Potbelly in Q3 2014 and held it in 22 quarters.
- Rothschild Investment LLC's Potbelly position peaked at $4.09M in Q1 2015.
- 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.
Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.