BOK Financial’s Performance Food Group PFGC Stock Holding History

BOK Financial’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 Q3	–	Sell	-68	Closed	-$5.95K	–	1182
2025 Q2	$5.95K	Hold	68	–	–	﹤0.01%	989
2025 Q1	$5.35K	Buy	68 +32	+89%	+$2.67K	﹤0.01%	1034
2024 Q4	$3.04K	Buy	36 +9	+33%	+$759	﹤0.01%	1099
2024 Q3	$2.11K	Buy	+27	New	+$1.89K	﹤0.01%	1141
2024 Q2	–	Sell	-27	Closed	-$2K	–	1244
2024 Q1	$2K	Buy	+27	New	+$1.99K	﹤0.01%	1063

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

BOK Financial's PFGC Position: Q3 2025 in Review

BOK Financial sold out of Performance Food Group (PFGC) in Q3 2025, closing a stake of 68 shares — an estimated $5.95K sold.

BOK Financial first reported a position in PFGC in Q1 2024 and held it in 5 quarters. The position peaked at $5.95K in Q2 2025. 475 funds tracked by Wall St. Rank hold PFGC as of Q3 2025.

BOK Financial reported no remaining Performance Food Group position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 68 Performance Food Group shares in Q3 2025, an estimated $5.95K.
BOK Financial first reported a position in Performance Food Group in Q1 2024 and held it in 5 quarters.
BOK Financial's Performance Food Group position peaked at $5.95K in Q2 2025.
475 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.