CWM
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Congress Wealth Management’s Performance Food Group PFGC Stock Holding History

Congress Wealth Management’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
Q2 		$661K Buy
7,556
+54
+0.7% +$4.5K 0.01% 831
2025
Q1 		$590K Buy
+7,502
New +$626K 0.01% 767

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Congress Wealth Management's PFGC Position: Q2 2025 in Review

Congress Wealth Management increased its Performance Food Group (PFGC) stake by 0.72% in Q2 2025, buying an estimated $4.5K and bringing the position to 7,556 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #831.

Congress Wealth Management first reported a position in PFGC in Q1 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

  • Congress Wealth Management held 7,556 shares of Performance Food Group worth $661K as of Q2 2025.
  • Congress Wealth Management bought 54 Performance Food Group shares in Q2 2025, an estimated $4.5K.
  • Performance Food Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #831 holding.
  • Congress Wealth Management first reported a position in Performance Food Group in Q1 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.