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Clearstead Advisors’s Performance Food Group PFGC Stock Holding History

Clearstead 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 		$20K Buy
179
+128
+251% +$12.2K ﹤0.01% 1794
2026
Q1 		$4.37K Sell
51
-536
-91% -$49K ﹤0.01% 1761
2025
Q4 		$52.8K Buy
587
+335
+133% +$32.4K ﹤0.01% 1387
2025
Q3 		$26.2K Hold
252
– – ﹤0.01% 1520
2025
Q2 		$22K Buy
252
+249
+8,300% +$20.7K ﹤0.01% 1580
2025
Q1 		$236 Sell
3
-129
-98% -$10.8K ﹤0.01% 2121
2024
Q4 		$11.2K Sell
132
-28
-18% -$2.36K ﹤0.01% 1544
2024
Q3 		$12.5K Buy
160
+36
+29% +$2.52K ﹤0.01% 1544
2024
Q2 		$8.2K Buy
+124
New +$8.64K ﹤0.01% 1581
2021
Q4 		– Sell
-521
Closed -$24K – 1396
2021
Q3 		$24K Buy
+521
New +$24K ﹤0.01% 756

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's PFGC Position: Q2 2026 in Review

Clearstead Advisors increased its Performance Food Group (PFGC) stake by 251% in Q2 2026, buying an estimated $12.2K and bringing the position to 179 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Clearstead Advisors first reported a position in PFGC in Q3 2021 and has held it in 10 quarters since. The position peaked at $52.8K in Q4 2025. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Clearstead Advisors held 179 shares of Performance Food Group worth $20K as of Q2 2026.
  • Clearstead Advisors bought 128 Performance Food Group shares in Q2 2026, an estimated $12.2K.
  • Performance Food Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1794 holding.
  • Clearstead Advisors first reported a position in Performance Food Group in Q3 2021 and has held it in 10 quarters since.
  • Clearstead Advisors's Performance Food Group position peaked at $52.8K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.