Activest Wealth Management’s Performance Food Group PFGC Stock Holding History

Activest Wealth Management’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 Q2	$447	Buy	+4	New	+$381	﹤0.01%	1073
2025 Q2	–	Sell	-2	Closed	-$167	–	1154
2025 Q1	$157	Buy	+2	New	+$167	﹤0.01%	949
2022 Q4	–	Sell	-10	Closed	–	–	468
2022 Q3	$0	Buy	+10	New	+$494	﹤0.01%	572

Other funds holding PFGC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Activest Wealth Management's PFGC Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Performance Food Group (PFGC) in Q2 2026: 4 shares worth $447. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in PFGC as recently as Q1 2025.

Activest Wealth Management first reported a position in PFGC in Q3 2022 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Activest Wealth Management held 4 shares of Performance Food Group worth $447 as of Q2 2026.
Performance Food Group was a new Activest Wealth Management position in Q2 2026.
Performance Food Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1073 holding.
Activest Wealth Management first reported a position in Performance Food Group in Q3 2022 and has held it in 3 quarters since.
58 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.