Envestnet Portfolio Solutions’s Performance Food Group PFGC Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q3	–	Sell	-2,907	Closed	-$254K	–	1547
2025 Q2	$254K	Sell	2,907 -884	-23%	-$73.6K	﹤0.01%	1407
2025 Q1	$298K	Sell	3,791 -3,630	-49%	-$303K	﹤0.01%	1290
2024 Q4	$627K	Sell	7,421 -300	-4%	-$25.3K	﹤0.01%	1123
2024 Q3	$605K	Sell	7,721 -2,623	-25%	-$184K	﹤0.01%	1097
2024 Q2	$684K	Sell	10,344 -184	-2%	-$12.8K	﹤0.01%	1001
2024 Q1	$786K	Sell	10,528 -221	-2%	-$16.3K	﹤0.01%	931
2023 Q4	$743K	Buy	10,749 +100	+0.9%	+$6.14K	﹤0.01%	890
2023 Q3	$627K	Buy	+10,649	New	+$644K	﹤0.01%	897

Other funds holding PFGC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Envestnet Portfolio Solutions's PFGC Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Performance Food Group (PFGC) in Q3 2025, closing a stake of 2,907 shares — an estimated $254K sold.

Envestnet Portfolio Solutions first reported a position in PFGC in Q3 2023 and held it in 8 quarters. The position peaked at $786K in Q1 2024. 475 funds tracked by Wall St. Rank hold PFGC as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Performance Food Group position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,907 Performance Food Group shares in Q3 2025, an estimated $254K.
Envestnet Portfolio Solutions first reported a position in Performance Food Group in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Performance Food Group position peaked at $786K in Q1 2024.
475 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.