Superior Planning, LLC’s Performance Food Group PFGC Stock Holding History

Superior Planning, LLC’s Portfolio PFGC Stock Details PFGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.9K	Buy	+108	New	+$11.3K	﹤0.01%	929

Other funds holding PFGC

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's PFGC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Performance Food Group (PFGC) in Q3 2026: 108 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

377 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

Superior Planning, LLC held 108 shares of Performance Food Group worth $9.9K as of Q3 2026.
Performance Food Group was a new Superior Planning, LLC position in Q3 2026.
Performance Food Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #929 holding.
377 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.