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 Q2	$46.3K	Hold	414	–	–	0.03%	162
2026 Q1	$35.5K	Buy	+414	New	+$37.9K	0.03%	173

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Asset Planning Inc's PFGC Position: Q2 2026 in Review

Asset Planning Inc held its Performance Food Group (PFGC) position steady in Q2 2026 at 414 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #162.

Asset Planning Inc first reported a position in PFGC in Q1 2026 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Asset Planning Inc held 414 shares of Performance Food Group worth $46.3K as of Q2 2026.
Asset Planning Inc left its Performance Food Group share count unchanged in Q2 2026.
Performance Food Group made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #162 holding.
Asset Planning Inc first reported a position in Performance Food Group in Q1 2026 and has held it in 2 quarters since.
529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.