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

Dynasty 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 Q2	$751K	Sell	6,716 -620	-8%	-$59K	0.01%	216
2026 Q1	$628K	Buy	7,336 +42	+0.6%	+$3.84K	0.01%	215
2025 Q4	$656K	Sell	7,294 -191	-3%	-$18.4K	0.01%	220
2025 Q3	$779K	Sell	7,485 -1,284	-15%	-$129K	0.01%	182
2025 Q2	$767K	Sell	8,769 -1,180	-12%	-$98.3K	0.01%	150
2025 Q1	$782K	Buy	9,949 +81	+0.8%	+$6.76K	0.01%	166
2024 Q4	$834K	Sell	9,868 -591	-6%	-$49.9K	0.01%	160
2024 Q3	$820K	Sell	10,459 -471	-4%	-$33K	0.02%	144
2024 Q2	$723K	Buy	10,930 +1,261	+13%	+$87.9K	0.02%	156
2024 Q1	$722K	Buy	+9,669	New	+$712K	0.02%	153

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

Dynasty Wealth Management's PFGC Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Performance Food Group (PFGC) stake by 8.5% in Q2 2026, selling an estimated $59K and leaving 6,716 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #216.

Dynasty Wealth Management first reported a position in PFGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $834K in Q4 2024. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Dynasty Wealth Management held 6,716 shares of Performance Food Group worth $751K as of Q2 2026.
Dynasty Wealth Management sold 620 Performance Food Group shares in Q2 2026, an estimated $59K.
Performance Food Group made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #216 holding.
Dynasty Wealth Management first reported a position in Performance Food Group in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's Performance Food Group position peaked at $834K in Q4 2024.
529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.