Krilogy Financial’s Performance Food Group PFGC Stock Holding History

Krilogy Financial’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 Q3	$1.02M	Buy	+10,758	New	+$1.13M	0.03%	407

Other funds holding PFGC

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's PFGC Position: Q3 2026 in Review

Krilogy Financial opened a new position in Performance Food Group (PFGC) in Q3 2026: 10,758 shares worth $1.02M. The stake represents 0.03% of the portfolio and ranks #407 among its holdings.

33 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

Krilogy Financial held 10,758 shares of Performance Food Group worth $1.02M as of Q3 2026.
Performance Food Group was a new Krilogy Financial position in Q3 2026.
Performance Food Group made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #407 holding.
33 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.