EWP
PFGC icon

Elevation Wealth Partners’s Performance Food Group PFGC Stock Holding History

Elevation Wealth Partners’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 		$1.65K Hold
18
– – ﹤0.01% 1264
2026
Q2 		$2.01K Hold
18
– – ﹤0.01% 1203
2026
Q1 		$1.54K Hold
18
– – ﹤0.01% 951
2025
Q4 		$1.62K Buy
+18
New +$1.74K ﹤0.01% 816

Other funds holding PFGC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Elevation Wealth Partners's PFGC Position: Q3 2026 in Review

Elevation Wealth Partners held its Performance Food Group (PFGC) position steady in Q3 2026 at 18 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Elevation Wealth Partners first reported a position in PFGC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.01K in Q2 2026. 21 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Elevation Wealth Partners held 18 shares of Performance Food Group worth $1.65K as of Q3 2026.
  • Elevation Wealth Partners left its Performance Food Group share count unchanged in Q3 2026.
  • Performance Food Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1264 holding.
  • Elevation Wealth Partners first reported a position in Performance Food Group in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Performance Food Group position peaked at $2.01K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.