Cerity Partners
PFGC icon

Cerity Partners’s Performance Food Group PFGC Stock Holding History

Cerity Partners’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 		$13M Sell
152,169
-2,570
-2% -$235K 0.02% 591
2025
Q4 		$13.9M Buy
154,739
+29,566
+24% +$2.86M 0.02% 522
2025
Q3 		$13M Sell
125,173
-48,852
-28% -$4.89M 0.02% 485
2025
Q2 		$15.2M Sell
174,025
-764
-0.4% -$63.6K 0.03% 418
2025
Q1 		$13.7M Buy
174,789
+115,818
+196% +$9.67M 0.03% 416
2024
Q4 		$4.74M Sell
58,971
-2,215
-4% -$187K 0.01% 733
2024
Q3 		$4.8M Buy
61,186
+6,892
+13% +$483K 0.01% 712
2024
Q2 		$3.59M Sell
54,294
-2,441
-4% -$170K 0.01% 712
2024
Q1 		$4.23M Buy
56,735
+38,041
+203% +$2.8M 0.01% 695
2023
Q4 		$1.29M Buy
+18,694
New +$1.15M ﹤0.01% 904
2023
Q3 		– Sell
-33,858
Closed -$2.04M – 1635
2023
Q2 		$2.04M Buy
33,858
+691
+2% +$40.7K 0.01% 726
2023
Q1 		$2M Sell
33,167
-15
-0% -$876 ﹤0.01% 725
2022
Q4 		$1.94M Buy
33,182
+1,089
+3% +$59.3K 0.01% 528
2022
Q3 		$1.38M Buy
+32,093
New +$1.59M 0.02% 442

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

Cerity Partners's PFGC Position: Q1 2026 in Review

Cerity Partners reduced its Performance Food Group (PFGC) stake by 1.7% in Q1 2026, selling an estimated $235K and leaving 152,169 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #591.

Cerity Partners first reported a position in PFGC in Q3 2022 and has held it in 14 quarters since. The position peaked at $15.2M in Q2 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Cerity Partners held 152,169 shares of Performance Food Group worth $13M as of Q1 2026.
  • Cerity Partners sold 2,570 Performance Food Group shares in Q1 2026, an estimated $235K.
  • Performance Food Group made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #591 holding.
  • Cerity Partners first reported a position in Performance Food Group in Q3 2022 and has held it in 14 quarters since.
  • Cerity Partners's Performance Food Group position peaked at $15.2M in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.