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Beacon Pointe Advisors’s Performance Food Group PFGC Stock Holding History

Beacon Pointe Advisors’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 		$670K Buy
5,989
+1,404
+31% +$134K ﹤0.01% 1204
2026
Q1 		$393K Buy
4,585
+251
+6% +$23K ﹤0.01% 1400
2025
Q4 		$390K Sell
4,334
-273
-6% -$26.4K ﹤0.01% 1155
2025
Q3 		$479K Buy
+4,607
New +$461K ﹤0.01% 1015

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

Beacon Pointe Advisors's PFGC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Performance Food Group (PFGC) stake by 31% in Q2 2026, buying an estimated $134K and bringing the position to 5,989 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Beacon Pointe Advisors first reported a position in PFGC in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Beacon Pointe Advisors held 5,989 shares of Performance Food Group worth $670K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,404 Performance Food Group shares in Q2 2026, an estimated $134K.
  • Performance Food Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1204 holding.
  • Beacon Pointe Advisors first reported a position in Performance Food Group in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.