FWA
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Flagship Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Flagship 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 		$262K Buy
3,000
+50
+2% +$4.57K 0.11% 91
2025
Q4 		$265K Sell
2,950
-50
-2% -$4.83K 0.08% 105
2025
Q3 		$312K Hold
3,000
– – 0.1% 97
2025
Q2 		$262K Hold
3,000
– – 0.1% 100
2025
Q1 		$236K Hold
3,000
– – 0.1% 100
2024
Q4 		$254K Buy
+3,000
New +$253K 0.15% 83

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Flagship Wealth Advisors increased its Performance Food Group (PFGC) stake by 1.7% in Q1 2026, buying an estimated $4.57K and bringing the position to 3,000 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #91.

Flagship Wealth Advisors first reported a position in PFGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Flagship Wealth Advisors held 3,000 shares of Performance Food Group worth $262K as of Q1 2026.
  • Flagship Wealth Advisors bought 50 Performance Food Group shares in Q1 2026, an estimated $4.57K.
  • Performance Food Group made up 0.11% of Flagship Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • Flagship Wealth Advisors first reported a position in Performance Food Group in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Performance Food Group position peaked at $312K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.