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Marshall & Sterling Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-63
Closed -$6.55K – 546
2025
Q3 		$6.55K Hold
63
– – ﹤0.01% 449
2025
Q2 		$5.51K Hold
63
– – ﹤0.01% 469
2025
Q1 		$4.95K Buy
+63
New +$5.26K ﹤0.01% 472

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PFGC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Performance Food Group (PFGC) in Q4 2025, closing a stake of 63 shares — an estimated $6.55K sold.

Marshall & Sterling Wealth Advisors first reported a position in PFGC in Q1 2025 and held it in 3 quarters. The position peaked at $6.55K in Q3 2025. 475 funds tracked by Wall St. Rank hold PFGC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Performance Food Group position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 63 Performance Food Group shares in Q4 2025, an estimated $6.55K.
  • Marshall & Sterling Wealth Advisors first reported a position in Performance Food Group in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Performance Food Group position peaked at $6.55K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.