AW
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Avion Wealth’s Performance Food Group PFGC Stock Holding History

Avion Wealth’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 		$0 Buy
+5
New +$476 ﹤0.01% 1658
2026
Q1 		– Sell
-5
Closed – – 1512
2025
Q4 		$0 Buy
+5
New +$483 ﹤0.01% 1499
2023
Q4 		– Sell
-23
Closed -$1K – 1282
2023
Q3 		$1K Buy
+23
New +$1.39K ﹤0.01% 698

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's PFGC Position: Q2 2026 in Review

Avion Wealth opened a new position in Performance Food Group (PFGC) in Q2 2026: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings. This is a return to the name: Avion Wealth previously reported a position in PFGC as recently as Q4 2025.

Avion Wealth first reported a position in PFGC in Q3 2023 and has held it in 3 quarters since. The position peaked at $1K in Q3 2023. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Avion Wealth held 5 shares of Performance Food Group worth $0 as of Q2 2026.
  • Performance Food Group was a new Avion Wealth position in Q2 2026.
  • Performance Food Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1658 holding.
  • Avion Wealth first reported a position in Performance Food Group in Q3 2023 and has held it in 3 quarters since.
  • Avion Wealth's Performance Food Group position peaked at $1K in Q3 2023.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.