Forum Financial Management’s Performance Food Group PFGC Stock Holding History

Forum Financial Management’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	–	Sell	-3,881	Closed	-$349K	–	800
2025 Q4	$349K	Hold	3,881	–	–	﹤0.01%	668
2025 Q3	$404K	Buy	3,881 +326	+9%	+$32.6K	0.01%	566
2025 Q2	$311K	Buy	3,555 +273	+8%	+$22.7K	﹤0.01%	650
2025 Q1	$258K	Buy	3,282 +54	+2%	+$4.51K	﹤0.01%	674
2024 Q4	$273K	Hold	3,228	–	–	﹤0.01%	676
2024 Q3	$253K	Buy	3,228 +1	+0%	+$70	﹤0.01%	602
2024 Q2	$213K	Buy	3,227 +4	+0.1%	+$279	﹤0.01%	650
2024 Q1	$241K	Hold	3,223	–	–	﹤0.01%	613
2023 Q4	$223K	Buy	+3,223	New	+$198K	﹤0.01%	592

Other funds holding PFGC

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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