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Legacy Investment Solutions’s Performance Food Group PFGC Stock Holding History

Legacy Investment Solutions’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
Q2 		$4.46K Buy
+51
New +$4.25K ﹤0.01% 412
2024
Q4 		$5.19K Buy
61
+10
+20% +$844 ﹤0.01% 382
2024
Q3 		$4.35K Buy
+51
New +$3.57K ﹤0.01% 402

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Investment Solutions's PFGC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Performance Food Group (PFGC) in Q2 2025: 51 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PFGC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PFGC in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.19K in Q4 2024. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

  • Legacy Investment Solutions held 51 shares of Performance Food Group worth $4.46K as of Q2 2025.
  • Performance Food Group was a new Legacy Investment Solutions position in Q2 2025.
  • Performance Food Group made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #412 holding.
  • Legacy Investment Solutions first reported a position in Performance Food Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Performance Food Group position peaked at $5.19K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.