Stifel Financial
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Stifel Financial’s Portillo's PTLO Stock Holding History

Stifel Financial’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
Q2 		$54.7K Buy
11,531
+1,081
+10% +$5.23K ﹤0.01% 3657
2026
Q1 		$55.3K Buy
+10,450
New +$56.9K ﹤0.01% 3574

Other funds holding PTLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's PTLO Position: Q2 2026 in Review

Stifel Financial increased its Portillo's (PTLO) stake by 10% in Q2 2026, buying an estimated $5.23K and bringing the position to 11,531 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

Stifel Financial first reported a position in PTLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $55.3K in Q1 2026. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Stifel Financial held 11,531 shares of Portillo's worth $54.7K as of Q2 2026.
  • Stifel Financial bought 1,081 Portillo's shares in Q2 2026, an estimated $5.23K.
  • Portillo's made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3657 holding.
  • Stifel Financial first reported a position in Portillo's in Q1 2026 and has held it in 2 quarters since.
  • Stifel Financial's Portillo's position peaked at $55.3K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.