BOLTON SECURITIES CORPORATION’s Portillo's PTLO Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$2.38K	Buy	+200	New	+$2.6K	﹤0.01%	1704

Other funds holding PTLO

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PTLO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Portillo's (PTLO) in Q1 2025: 200 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings.

199 funds tracked by Wall St. Rank hold PTLO as of Q1 2025.

BOLTON SECURITIES CORPORATION held 200 shares of Portillo's worth $2.38K as of Q1 2025.
Portillo's was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Portillo's made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1704 holding.
199 funds tracked by Wall St. Rank held Portillo's as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.