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Lloyd Advisory Services’s Performance Food Group PFGC Stock Holding History

Lloyd Advisory Services’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 		$35.4K Buy
317
+58
+22% +$5.52K 0.01% 263
2026
Q1 		$22.2K Sell
259
-216
-45% -$19.8K 0.01% 375
2025
Q4 		$42.7K Buy
+475
New +$45.9K 0.02% 255

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

Lloyd Advisory Services's PFGC Position: Q2 2026 in Review

Lloyd Advisory Services increased its Performance Food Group (PFGC) stake by 22% in Q2 2026, buying an estimated $5.52K and bringing the position to 317 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #263.

Lloyd Advisory Services first reported a position in PFGC in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.7K in Q4 2025. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Lloyd Advisory Services held 317 shares of Performance Food Group worth $35.4K as of Q2 2026.
  • Lloyd Advisory Services bought 58 Performance Food Group shares in Q2 2026, an estimated $5.52K.
  • Performance Food Group made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #263 holding.
  • Lloyd Advisory Services first reported a position in Performance Food Group in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Performance Food Group position peaked at $42.7K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.