BGAI
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Bruce G. Allen Investments’s Performance Food Group PFGC Stock Holding History

Bruce G. Allen Investments’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 		$447 Hold
4
– – ﹤0.01% 956
2026
Q1 		$343 Hold
4
– – ﹤0.01% 1017
2025
Q4 		$360 Hold
4
– – ﹤0.01% 1009
2025
Q3 		$416 Hold
4
– – ﹤0.01% 992
2025
Q2 		$350 Hold
4
– – ﹤0.01% 1007
2025
Q1 		$315 Hold
4
– – ﹤0.01% 1014
2024
Q4 		$338 Hold
4
– – ﹤0.01% 1015
2024
Q3 		$313 Hold
4
– – ﹤0.01% 1045
2024
Q2 		$264 Hold
4
– – ﹤0.01% 929
2024
Q1 		$299 Hold
4
– – ﹤0.01% 906
2023
Q4 		$277 Buy
+4
New +$246 ﹤0.01% 958

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bruce G. Allen Investments's PFGC Position: Q2 2026 in Review

Bruce G. Allen Investments held its Performance Food Group (PFGC) position steady in Q2 2026 at 4 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Bruce G. Allen Investments first reported a position in PFGC in Q4 2023 and has held it in 11 quarters since. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Bruce G. Allen Investments held 4 shares of Performance Food Group worth $447 as of Q2 2026.
  • Bruce G. Allen Investments left its Performance Food Group share count unchanged in Q2 2026.
  • Performance Food Group made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #956 holding.
  • Bruce G. Allen Investments first reported a position in Performance Food Group in Q4 2023 and has held it in 11 quarters since.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.