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Asset Planning Inc’s Performance Food Group PFGC Stock Holding History

Asset Planning Inc’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
Q1 		$35.5K Buy
+414
New +$37.9K 0.03% 173

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Asset Planning Inc's PFGC Position: Q1 2026 in Review

Asset Planning Inc opened a new position in Performance Food Group (PFGC) in Q1 2026: 414 shares worth $35.5K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Asset Planning Inc held 414 shares of Performance Food Group worth $35.5K as of Q1 2026.
  • Performance Food Group was a new Asset Planning Inc position in Q1 2026.
  • Performance Food Group made up 0.03% of Asset Planning Inc's portfolio in Q1 2026, its #173 holding.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.