Global Retirement Partners’s Performance Food Group PFGC Stock Holding History

Global Retirement Partners’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 Q4	$89.4K	Buy	994 +788	+383%	+$76.1K	﹤0.01%	1976
2025 Q3	$21.4K	Sell	206 -87	-30%	-$8.71K	﹤0.01%	2366
2025 Q2	$25.6K	Buy	+293	New	+$24.4K	﹤0.01%	2148
2024 Q4	$13.5K	Hold	160	–	–	﹤0.01%	2280
2024 Q3	$12.5K	Hold	160	–	–	﹤0.01%	2202
2024 Q2	$10.6K	Hold	160	–	–	﹤0.01%	2298
2024 Q1	$11.9K	Hold	160	–	–	﹤0.01%	2046
2023 Q4	$11.2K	Hold	160	–	–	﹤0.01%	2031
2023 Q3	$9.08K	Buy	160 +137	+596%	+$8.29K	﹤0.01%	1990
2023 Q2	$1.39K	Hold	23	–	–	﹤0.01%	2678
2023 Q1	$1.42K	Buy	23 +22	+2,200%	+$1.28K	﹤0.01%	2614
2022 Q4	$58	Hold	1	–	–	﹤0.01%	2991
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2905
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2836
2022 Q1	$0	Buy	+1	New	+$49	﹤0.01%	2738

Other funds holding PFGC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Global Retirement Partners's PFGC Position: Q4 2025 in Review

Global Retirement Partners increased its Performance Food Group (PFGC) stake by 383% in Q4 2025, buying an estimated $76.1K and bringing the position to 994 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Global Retirement Partners first reported a position in PFGC in Q1 2022 and has held it in 15 quarters since. 473 funds tracked by Wall St. Rank hold PFGC as of Q4 2025.

Global Retirement Partners held 994 shares of Performance Food Group worth $89.4K as of Q4 2025.
Global Retirement Partners bought 788 Performance Food Group shares in Q4 2025, an estimated $76.1K.
Performance Food Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1976 holding.
Global Retirement Partners first reported a position in Performance Food Group in Q1 2022 and has held it in 15 quarters since.
473 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.