BPA
PFGC icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Beacon Pointe Advisors's PFGC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Performance Food Group (PFGC) stake by 5.8% in Q1 2026, buying an estimated $23K and bringing the position to 4,585 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Beacon Pointe Advisors first reported a position in PFGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $479K in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Beacon Pointe Advisors held 4,585 shares of Performance Food Group worth $393K as of Q1 2026.
  • Beacon Pointe Advisors bought 251 Performance Food Group shares in Q1 2026, an estimated $23K.
  • Performance Food Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1400 holding.
  • Beacon Pointe Advisors first reported a position in Performance Food Group in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Performance Food Group position peaked at $479K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.