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Cornerstone Wealth Management’s Performance Food Group PFGC Stock Holding History

Cornerstone 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
2026
Q3 		$501K Buy
5,473
+117
+2% +$12.2K 0.02% 488
2026
Q2 		$599K Buy
5,356
+2,200
+70% +$209K 0.03% 446
2026
Q1 		$270K Buy
3,156
+455
+17% +$41.6K 0.01% 603
2025
Q4 		$243K Buy
2,701
+173
+7% +$16.7K 0.01% 605
2025
Q3 		$263K Buy
2,528
+234
+10% +$23.4K 0.01% 565
2025
Q2 		$201K Buy
+2,294
New +$191K 0.01% 620

Other funds holding PFGC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Cornerstone Wealth Management's PFGC Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Performance Food Group (PFGC) stake by 2.2% in Q3 2026, buying an estimated $12.2K and bringing the position to 5,473 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #488.

Cornerstone Wealth Management first reported a position in PFGC in Q2 2025 and has held it in 6 quarters since. The position peaked at $599K in Q2 2026. 315 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Cornerstone Wealth Management held 5,473 shares of Performance Food Group worth $501K as of Q3 2026.
  • Cornerstone Wealth Management bought 117 Performance Food Group shares in Q3 2026, an estimated $12.2K.
  • Performance Food Group made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #488 holding.
  • Cornerstone Wealth Management first reported a position in Performance Food Group in Q2 2025 and has held it in 6 quarters since.
  • Cornerstone Wealth Management's Performance Food Group position peaked at $599K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.