BEI
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Benjamin Edwards Inc’s Performance Food Group PFGC Stock Holding History

Benjamin Edwards Inc’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
2025
Q1 		– Sell
-42,321
Closed -$3.58M – 1144
2024
Q4 		$3.58M Sell
42,321
-47
-0.1% -$3.97K 0.05% 316
2024
Q3 		$3.32M Buy
42,368
+9,599
+29% +$673K 0.05% 336
2024
Q2 		$2.17M Buy
32,769
+3,778
+13% +$263K 0.42% 63
2024
Q1 		$2.16M Buy
28,991
+7,931
+38% +$584K 0.43% 67
2023
Q4 		$1.46M Buy
21,060
+20,784
+7,530% +$1.28M 0.32% 92
2023
Q3 		$16K Sell
276
-174
-39% -$10.5K ﹤0.01% 546
2023
Q2 		$27K Sell
450
-6,716
-94% -$395K 0.01% 519
2023
Q1 		$432K Buy
7,166
+1,596
+29% +$93.2K 0.11% 191
2022
Q4 		$325K Buy
5,570
+4
+0.1% +$218 0.09% 216
2022
Q3 		$239K Buy
5,566
+149
+3% +$7.36K 0.07% 229
2022
Q2 		$249K Sell
5,417
-3,829
-41% -$177K 0.07% 234
2022
Q1 		$471K Buy
9,246
+2,922
+46% +$143K 0.14% 174
2021
Q4 		$290K Buy
+6,324
New +$288K 0.09% 209

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Benjamin Edwards Inc's PFGC Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of Performance Food Group (PFGC) in Q1 2025, closing a stake of 42,321 shares — an estimated $3.58M sold.

Benjamin Edwards Inc first reported a position in PFGC in Q4 2021 and held it in 13 quarters. The position peaked at $3.58M in Q4 2024. 414 funds tracked by Wall St. Rank hold PFGC as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining Performance Food Group position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 42,321 Performance Food Group shares in Q1 2025, an estimated $3.58M.
  • Benjamin Edwards Inc first reported a position in Performance Food Group in Q4 2021 and held it in 13 quarters.
  • Benjamin Edwards Inc's Performance Food Group position peaked at $3.58M in Q4 2024.
  • 414 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.