Zurich Cantonal Bank
PTLO icon

Zurich Cantonal Bank’s Portillo's PTLO Stock Holding History

Zurich Cantonal Bank’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 		– Sell
-27,393
Closed -$177K – 3297
2025
Q3 		$177K Buy
27,393
+9,579
+54% +$80.8K ﹤0.01% 2247
2025
Q2 		$208K Hold
17,814
– – ﹤0.01% 2117
2025
Q1 		$212K Buy
17,814
+3,941
+28% +$51.3K ﹤0.01% 2073
2024
Q4 		$130K Buy
13,873
+5,137
+59% +$58.8K ﹤0.01% 2337
2024
Q3 		$118K Hold
8,736
– – ﹤0.01% 2365
2024
Q2 		$84.9K Hold
8,736
– – ﹤0.01% 2435
2024
Q1 		$124K Hold
8,736
– – ﹤0.01% 2294
2023
Q4 		$139K Sell
8,736
-1,925
-18% -$29.7K ﹤0.01% 2285
2023
Q3 		$164K Buy
10,661
+2,686
+34% +$52.5K ﹤0.01% 2097
2023
Q2 		$180K Buy
7,975
+1,718
+27% +$35.8K ﹤0.01% 1993
2023
Q1 		$134K Hold
6,257
– – ﹤0.01% 2113
2022
Q4 		$102K Buy
6,257
+1,925
+44% +$38.6K ﹤0.01% 2250
2022
Q3 		$85K Buy
+4,332
New +$95.3K ﹤0.01% 2343

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

Zurich Cantonal Bank's PTLO Position: Q4 2025 in Review

Zurich Cantonal Bank sold out of Portillo's (PTLO) in Q4 2025, closing a stake of 27,393 shares — an estimated $177K sold.

Zurich Cantonal Bank first reported a position in PTLO in Q3 2022 and held it in 13 quarters. The position peaked at $212K in Q1 2025. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2025.

  • Zurich Cantonal Bank reported no remaining Portillo's position as of Q4 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 27,393 Portillo's shares in Q4 2025, an estimated $177K.
  • Zurich Cantonal Bank first reported a position in Portillo's in Q3 2022 and held it in 13 quarters.
  • Zurich Cantonal Bank's Portillo's position peaked at $212K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Portillo's as of Q4 2025.

Based on Zurich Cantonal Bank's 13F filing for Q4 2025, filed 27 Jan 2026.