AI
PFGC icon

Atria Investments’s Performance Food Group PFGC Stock Holding History

Atria 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
2026
Q2 		$1.4M Buy
12,567
+85
+0.7% +$8.09K 0.01% 933
2026
Q1 		$1.07M Buy
12,482
+1,026
+9% +$93.8K 0.01% 1020
2025
Q4 		$1.03M Sell
11,456
-771
-6% -$74.5K 0.01% 1042
2025
Q3 		$1.27M Sell
12,227
-1,371
-10% -$137K 0.01% 928
2025
Q2 		$1.19M Sell
13,598
-1,866
-12% -$155K 0.01% 949
2025
Q1 		$1.22M Sell
15,464
-2,593
-14% -$216K 0.02% 921
2024
Q4 		$1.53M Sell
18,057
-923
-5% -$77.9K 0.02% 799
2024
Q3 		$1.49M Sell
18,980
-11,813
-38% -$828K 0.02% 778
2024
Q2 		$2.04M Buy
30,793
+1,585
+5% +$110K 0.03% 632
2024
Q1 		$2.18M Buy
29,208
+12,919
+79% +$951K 0.03% 617
2023
Q4 		$1.13M Buy
+16,289
New +$1M 0.02% 844
2017
Q4 		– Sell
-7,861
Closed -$222K – 868
2017
Q3 		$222K Sell
7,861
-1,319
-14% -$36.8K 0.01% 709
2017
Q2 		$252K Buy
+9,180
New +$243K 0.02% 620

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Investments's PFGC Position: Q2 2026 in Review

Atria Investments increased its Performance Food Group (PFGC) stake by 0.68% in Q2 2026, buying an estimated $8.09K and bringing the position to 12,567 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #933.

Atria Investments first reported a position in PFGC in Q2 2017 and has held it in 13 quarters since. The position peaked at $2.18M in Q1 2024. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Atria Investments held 12,567 shares of Performance Food Group worth $1.4M as of Q2 2026.
  • Atria Investments bought 85 Performance Food Group shares in Q2 2026, an estimated $8.09K.
  • Performance Food Group made up 0.01% of Atria Investments's portfolio in Q2 2026, its #933 holding.
  • Atria Investments first reported a position in Performance Food Group in Q2 2017 and has held it in 13 quarters since.
  • Atria Investments's Performance Food Group position peaked at $2.18M in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.