Merit Financial Group
PFGC icon

Merit Financial Group’s Performance Food Group PFGC Stock Holding History

Merit Financial Group’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 		$1.62M Buy
17,664
+15,314
+652% +$1.6M 0.01% 893
2026
Q2 		$263K Buy
+2,350
New +$224K ﹤0.01% 1902

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

Merit Financial Group's PFGC Position: Q3 2026 in Review

Merit Financial Group increased its Performance Food Group (PFGC) stake by 652% in Q3 2026, buying an estimated $1.6M and bringing the position to 17,664 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #893.

Merit Financial Group first reported a position in PFGC in Q2 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Merit Financial Group held 17,664 shares of Performance Food Group worth $1.62M as of Q3 2026.
  • Merit Financial Group bought 15,314 Performance Food Group shares in Q3 2026, an estimated $1.6M.
  • Performance Food Group made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #893 holding.
  • Merit Financial Group first reported a position in Performance Food Group in Q2 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.