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Legacy Wealth Management (Idaho)’s Performance Food Group PFGC Stock Holding History

Legacy Wealth Management (Idaho)’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
-79
Closed -$6.77K – 731
2026
Q1 		$6.77K Hold
79
– – ﹤0.01% 560
2025
Q4 		$7.1K Buy
79
+28
+55% +$2.7K ﹤0.01% 480
2025
Q3 		$5.31K Hold
51
– – ﹤0.01% 427
2025
Q2 		$4.46K Sell
51
-10
-16% -$833 ﹤0.01% 412
2025
Q1 		$4.8K Hold
61
– – ﹤0.01% 428
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PFGC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Performance Food Group (PFGC) in Q2 2026, closing a stake of 79 shares — an estimated $6.77K sold.

Legacy Wealth Management (Idaho) first reported a position in PFGC in Q3 2024 and held it in 7 quarters. The position peaked at $7.1K in Q4 2025. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Performance Food Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 79 Performance Food Group shares in Q2 2026, an estimated $6.77K.
  • Legacy Wealth Management (Idaho) first reported a position in Performance Food Group in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Performance Food Group position peaked at $7.1K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.