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 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 $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

Dynasty Wealth Management's PFGC Position: Q1 2026 in Review

Dynasty Wealth Management increased its Performance Food Group (PFGC) stake by 0.58% in Q1 2026, buying an estimated $3.84K and bringing the position to 7,336 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #215.

Dynasty Wealth Management first reported a position in PFGC in Q1 2024 and has held it in 9 quarters since. The position peaked at $834K in Q4 2024. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

Dynasty Wealth Management held 7,336 shares of Performance Food Group worth $628K as of Q1 2026.
Dynasty Wealth Management bought 42 Performance Food Group shares in Q1 2026, an estimated $3.84K.
Performance Food Group made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #215 holding.
Dynasty Wealth Management first reported a position in Performance Food Group in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's Performance Food Group position peaked at $834K in Q4 2024.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.