IWS
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Intentional Wealth Strategies’s Performance Food Group PFGC Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-11
Closed -$942 – 671
2026
Q1 		$942 Buy
+11
New +$1.01K ﹤0.01% 766

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

Intentional Wealth Strategies's PFGC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Performance Food Group (PFGC) in Q2 2026, closing a stake of 11 shares — an estimated $942 sold.

Intentional Wealth Strategies first reported a position in PFGC in Q1 2026 and held it in 1 quarter. The position peaked at $942 in Q1 2026. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Performance Food Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 11 Performance Food Group shares in Q2 2026, an estimated $942.
  • Intentional Wealth Strategies first reported a position in Performance Food Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Performance Food Group position peaked at $942 in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.