JFS Wealth Advisors’s Performance Food Group PFGC Stock Holding History

JFS Wealth Advisors’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	$16.3K	Buy	146 +3	+2%	+$285	﹤0.01%	820
2026 Q1	$12.3K	Buy	143 +2	+1%	+$183	﹤0.01%	873
2025 Q4	$12.7K	Buy	141 +38	+37%	+$3.67K	﹤0.01%	898
2025 Q3	$10.7K	Hold	103	–	–	﹤0.01%	878
2025 Q2	$9.01K	Buy	103 +6	+6%	+$500	﹤0.01%	900
2025 Q1	$7.63K	Hold	97	–	–	﹤0.01%	973
2024 Q4	$8.2K	Hold	97	–	–	﹤0.01%	921
2024 Q3	$7.6K	Buy	97 +3	+3%	+$210	﹤0.01%	952
2024 Q2	$6.21K	Hold	94	–	–	﹤0.01%	976
2024 Q1	$7.02K	Hold	94	–	–	﹤0.01%	947
2023 Q4	$6.5K	Sell	94 -3	-3%	-$184	﹤0.01%	950
2023 Q3	$5.71K	Buy	97 +3	+3%	+$181	﹤0.01%	940
2023 Q2	$5.66K	Hold	94	–	–	﹤0.01%	943
2023 Q1	$5.67K	Hold	94	–	–	﹤0.01%	939
2022 Q4	$5.49K	Buy	94 +5	+6%	+$272	﹤0.01%	958
2022 Q3	$4K	Buy	89 +2	+2%	+$99	﹤0.01%	1095
2022 Q2	$4K	Buy	87 +21	+32%	+$970	﹤0.01%	1105
2022 Q1	$3K	Buy	66 +41	+164%	+$2.01K	﹤0.01%	1295
2021 Q4	$1K	Buy	+25	New	+$1.14K	﹤0.01%	1506

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JFS Wealth Advisors's PFGC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Performance Food Group (PFGC) stake by 2.1% in Q2 2026, buying an estimated $285 and bringing the position to 146 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

JFS Wealth Advisors first reported a position in PFGC in Q4 2021 and has held it in 19 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

JFS Wealth Advisors held 146 shares of Performance Food Group worth $16.3K as of Q2 2026.
JFS Wealth Advisors bought 3 Performance Food Group shares in Q2 2026, an estimated $285.
Performance Food Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #820 holding.
JFS Wealth Advisors first reported a position in Performance Food Group in Q4 2021 and has held it in 19 quarters since.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.