JWM
PFGC icon

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

JPL 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 		$6.49K Buy
58
+3
+5% +$285 ﹤0.01% 699
2026
Q1 		$4.71K Buy
+55
New +$5.03K ﹤0.01% 709
2025
Q4 		– Sell
-55
Closed -$5.72K – 836
2025
Q3 		$5.72K Buy
+55
New +$5.51K ﹤0.01% 645

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

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

JPL Wealth Management increased its Performance Food Group (PFGC) stake by 5.5% in Q2 2026, buying an estimated $285 and bringing the position to 58 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

JPL Wealth Management first reported a position in PFGC in Q3 2025 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • JPL Wealth Management held 58 shares of Performance Food Group worth $6.49K as of Q2 2026.
  • JPL Wealth Management bought 3 Performance Food Group shares in Q2 2026, an estimated $285.
  • Performance Food Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #699 holding.
  • JPL Wealth Management first reported a position in Performance Food Group in Q3 2025 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.