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AdvisorShares Investments’s Performance Food Group PFGC Stock Holding History

AdvisorShares Investments’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
2025
Q2 		– Sell
-1,279
Closed -$102K – 321
2025
Q1 		$102K Sell
1,279
-600
-32% -$50.1K 0.02% 248
2024
Q4 		$159K Buy
+1,879
New +$159K 0.03% 232

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AdvisorShares Investments's PFGC Position: Q2 2025 in Review

AdvisorShares Investments sold out of Performance Food Group (PFGC) in Q2 2025, closing a stake of 1,279 shares — an estimated $102K sold.

AdvisorShares Investments first reported a position in PFGC in Q4 2024 and held it in 2 quarters. The position peaked at $159K in Q4 2024. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

  • AdvisorShares Investments reported no remaining Performance Food Group position as of Q2 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 1,279 Performance Food Group shares in Q2 2025, an estimated $102K.
  • AdvisorShares Investments first reported a position in Performance Food Group in Q4 2024 and held it in 2 quarters.
  • AdvisorShares Investments's Performance Food Group position peaked at $159K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on AdvisorShares Investments's 13F filing for Q2 2025, filed 4 Aug 2025.