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Fortis Capital Advisors’s Performance Food Group PFGC Stock Holding History

Fortis Capital 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 		$3.1M Buy
+27,707
New +$2.64M 0.35% 52
2023
Q1 		– Sell
-274
Closed -$16K – 737
2022
Q4 		$16K Buy
+274
New +$14.9K 0.01% 434

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

Fortis Capital Advisors's PFGC Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Performance Food Group (PFGC) in Q2 2026: 27,707 shares worth $3.1M. The stake represents 0.35% of the portfolio and ranks #52 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in PFGC as recently as Q4 2022.

Fortis Capital Advisors first reported a position in PFGC in Q4 2022 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Fortis Capital Advisors held 27,707 shares of Performance Food Group worth $3.1M as of Q2 2026.
  • Performance Food Group was a new Fortis Capital Advisors position in Q2 2026.
  • Performance Food Group made up 0.35% of Fortis Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Fortis Capital Advisors first reported a position in Performance Food Group in Q4 2022 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.