EverSource Wealth Advisors’s Performance Food Group PFGC Stock Holding History

EverSource Wealth Advisors’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	$72K	Buy	840 +85	+11%	+$7.77K	﹤0.01%	1636
2025 Q4	$67.9K	Sell	755 -97	-11%	-$9.37K	﹤0.01%	1539
2025 Q3	$88.6K	Buy	852 +193	+29%	+$19.3K	﹤0.01%	1350
2025 Q2	$57.6K	Buy	659 +537	+440%	+$44.7K	﹤0.01%	1525
2025 Q1	$9.59K	Buy	122 +28	+30%	+$2.34K	﹤0.01%	2132
2024 Q4	$7.95K	Sell	94 -4	-4%	-$338	﹤0.01%	2121
2024 Q3	$7.68K	Buy	98 +46	+88%	+$3.22K	﹤0.01%	2010
2024 Q2	$3.59K	Buy	52 +34	+189%	+$2.37K	﹤0.01%	2338
2024 Q1	$1.22K	Hold	18	–	–	﹤0.01%	2519
2023 Q4	$1.25K	Sell	18 -82	-82%	-$5.04K	﹤0.01%	2324
2023 Q3	$5.89K	Sell	100 -5	-5%	-$302	﹤0.01%	1646
2023 Q2	$6.33K	Buy	105 +42	+67%	+$2.47K	﹤0.01%	1632
2023 Q1	$3.8K	Buy	63 +45	+250%	+$2.63K	﹤0.01%	1733
2022 Q4	$1.05K	Hold	18	–	–	﹤0.01%	2077
2022 Q3	$1K	Buy	+18	New	+$890	﹤0.01%	1865

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

EverSource Wealth Advisors's PFGC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Performance Food Group (PFGC) stake by 11% in Q1 2026, buying an estimated $7.77K and bringing the position to 840 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

EverSource Wealth Advisors first reported a position in PFGC in Q3 2022 and has held it in 15 quarters since. The position peaked at $88.6K in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

EverSource Wealth Advisors held 840 shares of Performance Food Group worth $72K as of Q1 2026.
EverSource Wealth Advisors bought 85 Performance Food Group shares in Q1 2026, an estimated $7.77K.
Performance Food Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1636 holding.
EverSource Wealth Advisors first reported a position in Performance Food Group in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Performance Food Group position peaked at $88.6K in Q3 2025.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

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