SAG
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SageView Advisory Group’s Portillo's PTLO Stock Holding History

SageView Advisory Group’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
2025
Q4 		$91 Buy
+20
New +$104 ﹤0.01% 2547

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

SageView Advisory Group's PTLO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Portillo's (PTLO) in Q4 2025: 20 shares worth $91. The stake represents ﹤0.01% of the portfolio and ranks #2547 among its holdings.

190 funds tracked by Wall St. Rank hold PTLO as of Q4 2025.

  • SageView Advisory Group held 20 shares of Portillo's worth $91 as of Q4 2025.
  • Portillo's was a new SageView Advisory Group position in Q4 2025.
  • Portillo's made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2547 holding.
  • 190 funds tracked by Wall St. Rank held Portillo's as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.