MFS
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Montgomery Financial Services’s Performance Food Group PFGC Stock Holding History

Montgomery Financial 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 		$7.6K Buy
+68
New +$6.47K 0.01% 197

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
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
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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Montgomery Financial Services's PFGC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Performance Food Group (PFGC) in Q2 2026: 68 shares worth $7.6K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

493 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Montgomery Financial Services held 68 shares of Performance Food Group worth $7.6K as of Q2 2026.
  • Performance Food Group was a new Montgomery Financial Services position in Q2 2026.
  • Performance Food Group made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #197 holding.
  • 493 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.