Truist Financial
PBPB

Truist Financial’s Potbelly PBPB Stock Holding History

Truist Financial’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,000
Closed -$132K – 2624
2024
Q4 		$132K Hold
14,000
– – ﹤0.01% 2437
2024
Q3 		$117K Buy
+14,000
New +$107K ﹤0.01% 2411
2023
Q4 		– Sell
-13,570
Closed -$106K – 2698
2023
Q3 		$106K Buy
+13,570
New +$116K ﹤0.01% 2517
2022
Q1 		– Sell
-12,970
Closed -$72K – 2803
2021
Q4 		$72K Buy
+12,970
New +$75.6K ﹤0.01% 2692

Other funds holding PBPB

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Truist Financial's PBPB Position: Q1 2025 in Review

Truist Financial sold out of Potbelly (PBPB) in Q1 2025, closing a stake of 14,000 shares — an estimated $132K sold.

Truist Financial first reported a position in PBPB in Q4 2021 and held it in 4 quarters. The position peaked at $132K in Q4 2024. 115 funds tracked by Wall St. Rank hold PBPB as of Q1 2025.

  • Truist Financial reported no remaining Potbelly position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 14,000 Potbelly shares in Q1 2025, an estimated $132K.
  • Truist Financial first reported a position in Potbelly in Q4 2021 and held it in 4 quarters.
  • Truist Financial's Potbelly position peaked at $132K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Potbelly as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.