GFPC
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Global Financial Private Client’s Performance Food Group PFGC Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-19
Closed -$1.49K – 1211
2025
Q1 		$1.49K Buy
19
+11
+138% +$918 ﹤0.01% 951
2024
Q4 		$676 Buy
+8
New +$675 ﹤0.01% 860

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Financial Private Client's PFGC Position: Q2 2025 in Review

Global Financial Private Client sold out of Performance Food Group (PFGC) in Q2 2025, closing a stake of 19 shares — an estimated $1.49K sold.

Global Financial Private Client first reported a position in PFGC in Q4 2024 and held it in 2 quarters. The position peaked at $1.49K in Q1 2025. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

  • Global Financial Private Client reported no remaining Performance Food Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 19 Performance Food Group shares in Q2 2025, an estimated $1.49K.
  • Global Financial Private Client first reported a position in Performance Food Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Performance Food Group position peaked at $1.49K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.