AWA
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Acumen Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Acumen Wealth Advisors’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 		$25.3K Hold
226
– – 0.01% 211
2026
Q1 		$19.4K Buy
226
+78
+53% +$7.13K 0.01% 227
2025
Q4 		$13.3K Buy
+148
New +$14.3K ﹤0.01% 260

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acumen Wealth Advisors's PFGC Position: Q2 2026 in Review

Acumen Wealth Advisors held its Performance Food Group (PFGC) position steady in Q2 2026 at 226 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #211.

Acumen Wealth Advisors first reported a position in PFGC in Q4 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Acumen Wealth Advisors held 226 shares of Performance Food Group worth $25.3K as of Q2 2026.
  • Acumen Wealth Advisors left its Performance Food Group share count unchanged in Q2 2026.
  • Performance Food Group made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • Acumen Wealth Advisors first reported a position in Performance Food Group in Q4 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.