HWM
PFGC icon

HB Wealth Management’s Performance Food Group PFGC Stock Holding History

HB 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 		$516K Buy
4,619
+1,291
+39% +$123K ﹤0.01% 1088
2026
Q1 		$285K Buy
3,328
+122
+4% +$11.2K ﹤0.01% 1261
2025
Q4 		$288K Sell
3,206
-3
-0.1% -$290 ﹤0.01% 1153
2025
Q3 		$334K Buy
+3,209
New +$321K ﹤0.01% 1022
2025
Q2 		– Sell
-3,322
Closed -$261K – 1263
2025
Q1 		$261K Buy
+3,322
New +$277K ﹤0.01% 1022

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

HB Wealth Management's PFGC Position: Q2 2026 in Review

HB Wealth Management increased its Performance Food Group (PFGC) stake by 39% in Q2 2026, buying an estimated $123K and bringing the position to 4,619 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

HB Wealth Management first reported a position in PFGC in Q1 2025 and has held it in 5 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • HB Wealth Management held 4,619 shares of Performance Food Group worth $516K as of Q2 2026.
  • HB Wealth Management bought 1,291 Performance Food Group shares in Q2 2026, an estimated $123K.
  • Performance Food Group made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1088 holding.
  • HB Wealth Management first reported a position in Performance Food Group in Q1 2025 and has held it in 5 quarters since.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.