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Portillos shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $412k 35k 11.67
2025-03-31 $235k 20k 11.89
2024-09-30 $405k 30k 13.47
2024-06-30 $275k 28k 9.72
2024-03-31 $259k 18k 14.18

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Portillos

Orbis Allan Gray
Alliancebernstein
Vanguard Group
Engaged Capital
BlackRock
Citadel Advisors
Dimensional Fund Advisors
Ameriprise Financial
Susquehanna International
Asset Management Investors
Geode Capital Management
Franklin Resources
William Blair $ Company
State Street Corporation
Henderson Group

View all funds holding Portillos