MBL Wealth
PFGC icon

MBL Wealth’s Performance Food Group PFGC Stock Holding History

MBL Wealth’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
Q3 		$567K Buy
+6,195
New +$648K 0.03% 275

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sachem Head Capital Management
Sachem Head Capital Management New York $3.97B AUM 45.91% 1-Year Est. Return

MBL Wealth's PFGC Position: Q3 2026 in Review

MBL Wealth opened a new position in Performance Food Group (PFGC) in Q3 2026: 6,195 shares worth $567K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings.

441 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • MBL Wealth held 6,195 shares of Performance Food Group worth $567K as of Q3 2026.
  • Performance Food Group was a new MBL Wealth position in Q3 2026.
  • Performance Food Group made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #275 holding.
  • 441 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.