Rothwell Investment Advisors, LLC’s Performance Food Group PFGC Stock Holding History

Rothwell Investment Advisors, 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	$26.5K	Buy	+290	New	+$30.4K	0.01%	567

Other funds holding PFGC

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PFGC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Performance Food Group (PFGC) in Q3 2026: 290 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings.

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

Rothwell Investment Advisors, LLC held 290 shares of Performance Food Group worth $26.5K as of Q3 2026.
Performance Food Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Performance Food Group made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #567 holding.
255 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.