Avantax Advisory Services’s Performance Food Group PFGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$736K Buy
8,411
+1,870
+29% +$156K ﹤0.01% 1348
2025
Q1
$514K Sell
6,541
-791
-11% -$66K ﹤0.01% 1483
2024
Q4
$620K Buy
7,332
+71
+1% +$5.99K ﹤0.01% 1317
2024
Q3
$569K Buy
7,261
+8
+0.1% +$561 ﹤0.01% 1331
2024
Q2
$479K Buy
+7,253
New +$506K ﹤0.01% 1391

Other funds holding PFGC

Avantax Advisory Services's PFGC Position: Q2 2025 in Review

Avantax Advisory Services increased its Performance Food Group (PFGC) stake by 29% in Q2 2025, buying an estimated $156K and bringing the position to 8,411 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Avantax Advisory Services first reported a position in PFGC in Q2 2024 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

  • Avantax Advisory Services held 8,411 shares of Performance Food Group worth $736K as of Q2 2025.
  • Avantax Advisory Services bought 1,870 Performance Food Group shares in Q2 2025, an estimated $156K.
  • Performance Food Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1348 holding.
  • Avantax Advisory Services first reported a position in Performance Food Group in Q2 2024 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.