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Golden State Wealth Management’s Performance Food Group PFGC Stock Holding History

Golden State Wealth 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
Q2 		$120K Hold
1,075
– – 0.01% 527
2026
Q1 		$92.1K Buy
1,075
+553
+106% +$50.6K 0.01% 542
2025
Q4 		$46.9K Hold
522
– – 0.01% 709
2025
Q3 		$54.3K Hold
522
– – 0.01% 652
2025
Q2 		$45.7K Buy
522
+312
+149% +$26K 0.01% 668
2025
Q1 		$16.5K Buy
210
+10
+5% +$835 ﹤0.01% 848
2024
Q4 		$16.9K Buy
+200
New +$16.9K ﹤0.01% 805

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Golden State Wealth Management's PFGC Position: Q2 2026 in Review

Golden State Wealth Management held its Performance Food Group (PFGC) position steady in Q2 2026 at 1,075 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #527.

Golden State Wealth Management first reported a position in PFGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Golden State Wealth Management held 1,075 shares of Performance Food Group worth $120K as of Q2 2026.
  • Golden State Wealth Management left its Performance Food Group share count unchanged in Q2 2026.
  • Performance Food Group made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Golden State Wealth Management first reported a position in Performance Food Group in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.