STOCK TITAN

AllianceBernstein (PTLO) discloses 63,390 Portillo's shares held for clients

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

AllianceBernstein L.P. filed an amended ownership report regarding its position in Portillo's Inc63,390 shares of Portillo's common stock, held solely for investment purposes in client discretionary investment advisory accounts.

AllianceBernstein states it has sole voting power and sole dispositive power over all 63,390 shares, with no shared voting or dispositive power. This position represents approximately 0.1% of the outstanding common stock, and the filer confirms ownership of 5 percent or less of this class of securities.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 63,390 shares Common stock of Portillo's Inc beneficially owned by AllianceBernstein L.P.
Percent of class 0.1 % Portillo's Inc common stock represented by the reported 63,390 shares
Sole voting power 63,390 shares Shares for which AllianceBernstein L.P. has sole power to vote
Sole dispositive power 63,390 shares Shares for which AllianceBernstein L.P. has sole power to dispose
beneficially owned financial
"Amount beneficially owned: 63,390 shares acquired solely for investment purposes"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 63,390.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 63,390.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
discretionary investment advisory accounts financial
"shares acquired solely for investment purposes on behalf of client discretionary investment advisory accounts"

FAQ

What stake does AllianceBernstein report in Portillo's Inc (PTLO)?

AllianceBernstein reports beneficial ownership of 63,390 shares of Portillo's Inc common stock, representing approximately 0.1% of the class, held for investment in client discretionary advisory accounts.

Does AllianceBernstein control voting rights for its PTLO shares?

Yes. AllianceBernstein reports sole voting power over 63,390 shares of Portillo's Inc common stock, with no shared voting power indicated in the ownership disclosure.

What dispositive power does AllianceBernstein have over PTLO shares?

AllianceBernstein reports sole dispositive power over 63,390 shares of Portillo's Inc common stock and no shared dispositive power, meaning it alone directs how these shares may be sold or otherwise disposed.

Is AllianceBernstein a major (5%+) holder of Portillo's Inc (PTLO)?

No. AllianceBernstein states its position represents 0.1% of the class and specifically notes ownership of 5 percent or less of Portillo's Inc common stock.

On whose behalf does AllianceBernstein hold its PTLO position?

The filing notes the 63,390 shares are held solely for investment purposes on behalf of client discretionary investment advisory accounts, not as proprietary holdings of AllianceBernstein.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





73642K106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



AllianceBernstein L.P.
Signature:Marcus Edwards
Name/Title:AVP/ Senior Compliance Associate
Date:08/14/2026