Bell Investment Advisors’s Performance Food Group PFGC Stock Holding History

Bell Investment 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	$18.7K	Hold	167	–	–	﹤0.01%	489
2026 Q1	$14.3K	Sell	167 -80	-32%	-$7.32K	﹤0.01%	552
2025 Q4	$22.2K	Buy	247 +80	+48%	+$7.72K	﹤0.01%	416
2025 Q3	$17.4K	Hold	167	–	–	﹤0.01%	451
2025 Q2	$14.6K	Buy	167 +6	+4%	+$500	﹤0.01%	535
2025 Q1	$12.7K	Hold	161	–	–	﹤0.01%	514
2024 Q4	$13.6K	Sell	161 -22	-12%	-$1.86K	﹤0.01%	488
2024 Q3	$14.3K	Sell	183 -9	-5%	-$631	﹤0.01%	490
2024 Q2	$12.7K	Hold	192	–	–	﹤0.01%	524
2024 Q1	$14.3K	Hold	192	–	–	﹤0.01%	462
2023 Q4	$13.3K	Sell	192 -1	-0.5%	-$61	﹤0.01%	461
2023 Q3	$11.4K	Buy	193 +36	+23%	+$2.18K	﹤0.01%	463
2023 Q2	$9.46K	Hold	157	–	–	﹤0.01%	526
2023 Q1	$9.47K	Buy	157 +18	+13%	+$1.05K	﹤0.01%	505
2022 Q4	$8.12K	Buy	139 +21	+18%	+$1.14K	﹤0.01%	570
2022 Q3	$5K	Hold	118	–	–	﹤0.01%	700
2022 Q2	$5K	Buy	+118	New	+$5.45K	﹤0.01%	726
2021 Q4	$3K	Sell	60 -32	-35%	-$1.46K	﹤0.01%	1021
2021 Q3	$4K	Buy	+92	New	+$4.24K	﹤0.01%	814

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bell Investment Advisors's PFGC Position: Q2 2026 in Review

Bell Investment Advisors held its Performance Food Group (PFGC) position steady in Q2 2026 at 167 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Bell Investment Advisors first reported a position in PFGC in Q3 2021 and has held it in 19 quarters since. The position peaked at $22.2K in Q4 2025. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Bell Investment Advisors held 167 shares of Performance Food Group worth $18.7K as of Q2 2026.
Bell Investment Advisors left its Performance Food Group share count unchanged in Q2 2026.
Performance Food Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #489 holding.
Bell Investment Advisors first reported a position in Performance Food Group in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Performance Food Group position peaked at $22.2K in Q4 2025.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.