EWA
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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
Q2 		$59.4K Sell
531
-309
-37% -$29.4K ﹤0.01% 1663
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's PFGC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Performance Food Group (PFGC) stake by 37% in Q2 2026, selling an estimated $29.4K and leaving 531 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

EverSource Wealth Advisors first reported a position in PFGC in Q3 2022 and has held it in 16 quarters since. The position peaked at $88.6K in Q3 2025. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • EverSource Wealth Advisors held 531 shares of Performance Food Group worth $59.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 309 Performance Food Group shares in Q2 2026, an estimated $29.4K.
  • Performance Food Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1663 holding.
  • EverSource Wealth Advisors first reported a position in Performance Food Group in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Performance Food Group position peaked at $88.6K in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.