HWM
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Hemington Wealth Management’s Performance Food Group PFGC Stock Holding History

Hemington 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
2025
Q3 		$19K Buy
190
+11
+6% +$1.1K ﹤0.01% 648
2025
Q2 		$15K Buy
179
+38
+27% +$3.17K ﹤0.01% 727
2025
Q1 		$11K Buy
141
+48
+52% +$4.01K ﹤0.01% 790
2024
Q4 		$7K Buy
93
+29
+45% +$2.45K ﹤0.01% 908
2024
Q3 		$5K Buy
+64
New +$4.49K ﹤0.01% 958

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Hemington Wealth Management's PFGC Position: Q3 2025 in Review

Hemington Wealth Management increased its Performance Food Group (PFGC) stake by 6.1% in Q3 2025, buying an estimated $1.1K and bringing the position to 190 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Hemington Wealth Management first reported a position in PFGC in Q3 2024 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold PFGC as of Q3 2025.

  • Hemington Wealth Management held 190 shares of Performance Food Group worth $19K as of Q3 2025.
  • Hemington Wealth Management bought 11 Performance Food Group shares in Q3 2025, an estimated $1.1K.
  • Performance Food Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #648 holding.
  • Hemington Wealth Management first reported a position in Performance Food Group in Q3 2024 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.