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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PFGC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Performance Food Group (PFGC) position steady in Q1 2026 at 79 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Legacy Wealth Management (Idaho) first reported a position in PFGC in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.1K in Q4 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 79 shares of Performance Food Group worth $6.77K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Performance Food Group share count unchanged in Q1 2026.
  • Performance Food Group made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #560 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Performance Food Group in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Performance Food Group position peaked at $7.1K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.