LPL Financial
PFGC icon

LPL Financial’s Performance Food Group PFGC Stock Holding History

LPL 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
Q2 		$4.84M Sell
43,307
-16,688
-28% -$1.59M ﹤0.01% 2830
2026
Q1 		$5.14M Sell
59,995
-20,938
-26% -$1.91M ﹤0.01% 2595
2025
Q4 		$7.28M Sell
80,933
-1,000
-1% -$96.6K ﹤0.01% 2213
2025
Q3 		$8.52M Sell
81,933
-16,733
-17% -$1.68M ﹤0.01% 2019
2025
Q2 		$8.63M Buy
98,666
+622
+0.6% +$51.8K ﹤0.01% 1861
2025
Q1 		$7.44M Buy
98,044
+4,861
+5% +$406K ﹤0.01% 1823
2024
Q4 		$7.99M Buy
93,183
+25,192
+37% +$2.13M ﹤0.01% 1708
2024
Q3 		$5.33M Buy
67,991
+14,615
+27% +$1.02M ﹤0.01% 1944
2024
Q2 		$3.53M Buy
53,376
+819
+2% +$57.1K ﹤0.01% 2122
2024
Q1 		$3.92M Buy
52,557
+1,790
+4% +$132K ﹤0.01% 1967
2023
Q4 		$3.51M Sell
50,767
-2,727
-5% -$168K ﹤0.01% 1936
2023
Q3 		$3.15M Buy
53,494
+9,241
+21% +$559K ﹤0.01% 1921
2023
Q2 		$2.67M Buy
44,253
+14,562
+49% +$857K ﹤0.01% 2009
2023
Q1 		$1.79M Sell
29,691
-1,045
-3% -$61K ﹤0.01% 2231
2022
Q4 		$1.76M Buy
30,736
+3,243
+12% +$177K ﹤0.01% 2165
2022
Q3 		$1.18M Sell
27,493
-935
-3% -$46.2K ﹤0.01% 2401
2022
Q2 		$1.31M Buy
28,428
+2,761
+11% +$128K ﹤0.01% 2350
2022
Q1 		$1.29M Buy
25,667
+6,617
+35% +$324K ﹤0.01% 2404
2021
Q4 		$870K Buy
19,050
+6,416
+51% +$292K ﹤0.01% 2783
2021
Q3 		$597K Buy
12,634
+5,411
+75% +$249K ﹤0.01% 3057
2021
Q2 		$350K Buy
7,223
+307
+4% +$16.2K ﹤0.01% 3465
2021
Q1 		$398K Sell
6,916
-47,608
-87% -$2.51M ﹤0.01% 3222
2020
Q4 		$2.6M Buy
54,524
+294
+0.5% +$12.4K ﹤0.01% 1502
2020
Q3 		$1.88M Sell
54,230
-49,005
-47% -$1.58M ﹤0.01% 1504
2020
Q2 		$3.01M Buy
103,235
+2,103
+2% +$54.7K 0.01% 1135
2020
Q1 		$2.5M Buy
+101,132
New +$4.35M 0.01% 1058
2019
Q3 		– Sell
-13,480
Closed -$540K – 3361
2019
Q2 		$540K Buy
+13,480
New +$540K ﹤0.01% 2229
2016
Q2 		– Sell
-37,554
Closed -$899K – 2893
2016
Q1 		$899K Buy
+37,554
New +$857K ﹤0.01% 1755

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

LPL Financial's PFGC Position: Q2 2026 in Review

LPL Financial reduced its Performance Food Group (PFGC) stake by 28% in Q2 2026, selling an estimated $1.59M and leaving 43,307 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

LPL Financial first reported a position in PFGC in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.63M in Q2 2025. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • LPL Financial held 43,307 shares of Performance Food Group worth $4.84M as of Q2 2026.
  • LPL Financial sold 16,688 Performance Food Group shares in Q2 2026, an estimated $1.59M.
  • Performance Food Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2830 holding.
  • LPL Financial first reported a position in Performance Food Group in Q1 2016 and has held it in 28 quarters since.
  • LPL Financial's Performance Food Group position peaked at $8.63M in Q2 2025.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.