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 Q2	$740K	Sell	6,619 -117	-2%	-$11.1K	0.27%	98
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Custom Index Systems's PFGC Position: Q2 2026 in Review

Custom Index Systems reduced its Performance Food Group (PFGC) stake by 1.7% in Q2 2026, selling an estimated $11.1K and leaving 6,619 shares worth $740K. The position accounts for 0.27% of the portfolio, ranked #98.

Custom Index Systems first reported a position in PFGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $925K in Q3 2025. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Custom Index Systems held 6,619 shares of Performance Food Group worth $740K as of Q2 2026.
Custom Index Systems sold 117 Performance Food Group shares in Q2 2026, an estimated $11.1K.
Performance Food Group made up 0.27% of Custom Index Systems's portfolio in Q2 2026, its #98 holding.
Custom Index Systems first reported a position in Performance Food Group in Q2 2024 and has held it in 9 quarters since.
Custom Index Systems's Performance Food Group position peaked at $925K in Q3 2025.
529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.