FFM
PFGC icon

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 – 799
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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Forum Financial Management's PFGC Position: Q1 2026 in Review

Forum Financial Management sold out of Performance Food Group (PFGC) in Q1 2026, closing a stake of 3,881 shares — an estimated $349K sold.

Forum Financial Management first reported a position in PFGC in Q4 2023 and held it in 9 quarters. The position peaked at $404K in Q3 2025. 466 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Forum Financial Management reported no remaining Performance Food Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,881 Performance Food Group shares in Q1 2026, an estimated $349K.
  • Forum Financial Management first reported a position in Performance Food Group in Q4 2023 and held it in 9 quarters.
  • Forum Financial Management's Performance Food Group position peaked at $404K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.