Custom Index Systems’s Performance Food Group PFGC Stock Holding History

Custom Index Systems’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	$577K	Sell	6,736 -168	-2%	-$15.4K	0.25%	111
2025 Q4	$621K	Sell	6,904 -1,987	-22%	-$192K	0.27%	108
2025 Q3	$925K	Buy	8,891 +2,968	+50%	+$297K	0.27%	105
2025 Q2	$518K	Sell	5,923 -178	-3%	-$14.8K	0.25%	126
2025 Q1	$480K	Buy	6,101 +307	+5%	+$25.6K	0.24%	123
2024 Q4	$490K	Buy	5,794 +272	+5%	+$23K	0.26%	102
2024 Q3	$433K	Sell	5,522 -278	-5%	-$19.5K	0.23%	132
2024 Q2	$383K	Buy	+5,800	New	+$404K	0.22%	132

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Custom Index Systems's PFGC Position: Q1 2026 in Review

Custom Index Systems reduced its Performance Food Group (PFGC) stake by 2.4% in Q1 2026, selling an estimated $15.4K and leaving 6,736 shares worth $577K. The position accounts for 0.25% of the portfolio, ranked #111.

Custom Index Systems first reported a position in PFGC in Q2 2024 and has held it in 8 quarters since. The position peaked at $925K in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

Custom Index Systems held 6,736 shares of Performance Food Group worth $577K as of Q1 2026.
Custom Index Systems sold 168 Performance Food Group shares in Q1 2026, an estimated $15.4K.
Performance Food Group made up 0.25% of Custom Index Systems's portfolio in Q1 2026, its #111 holding.
Custom Index Systems first reported a position in Performance Food Group in Q2 2024 and has held it in 8 quarters since.
Custom Index Systems's Performance Food Group position peaked at $925K in Q3 2025.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.