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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
Q2 		$330K Sell
2,950
-50
-2% -$4.76K 0.07% 117
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Flagship Wealth Advisors reduced its Performance Food Group (PFGC) stake by 1.7% in Q2 2026, selling an estimated $4.76K and leaving 2,950 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #117.

Flagship Wealth Advisors first reported a position in PFGC in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Flagship Wealth Advisors held 2,950 shares of Performance Food Group worth $330K as of Q2 2026.
  • Flagship Wealth Advisors sold 50 Performance Food Group shares in Q2 2026, an estimated $4.76K.
  • Performance Food Group made up 0.07% of Flagship Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Flagship Wealth Advisors first reported a position in Performance Food Group in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.