NewEdge Advisors’s Performance Food Group PFGC Stock Holding History

NewEdge 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
2026 Q1	$53.1K	Buy	620 +45	+8%	+$4.12K	﹤0.01%	2921
2025 Q4	$51.7K	Hold	575	–	–	﹤0.01%	2952
2025 Q3	$59.8K	Sell	575 -5,096	-90%	-$510K	﹤0.01%	2775
2025 Q2	$496K	Buy	5,671 +54	+1%	+$4.5K	﹤0.01%	1696
2025 Q1	$442K	Sell	5,617 -2,654	-32%	-$222K	﹤0.01%	1652
2024 Q4	$699K	Buy	8,271 +815	+11%	+$68.8K	﹤0.01%	1351
2024 Q3	$584K	Sell	7,456 -132	-2%	-$9.25K	﹤0.01%	1375
2024 Q2	$502K	Sell	7,588 -544	-7%	-$37.9K	﹤0.01%	1422
2024 Q1	$607K	Sell	8,132 -1,381	-15%	-$102K	0.01%	1232
2023 Q4	$658K	Sell	9,513 -2,630	-22%	-$162K	0.01%	1148
2023 Q3	$715K	Buy	12,143 +11,993	+7,995%	+$726K	0.01%	1018
2023 Q2	$9.04K	Buy	150 +18	+14%	+$1.06K	﹤0.01%	2631
2023 Q1	$7.96K	Sell	132 -60	-31%	-$3.5K	﹤0.01%	2639
2022 Q4	$8.41K	Buy	+192	New	+$10.5K	﹤0.01%	2423

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

NewEdge Advisors's PFGC Position: Q1 2026 in Review

NewEdge Advisors increased its Performance Food Group (PFGC) stake by 7.8% in Q1 2026, buying an estimated $4.12K and bringing the position to 620 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

NewEdge Advisors first reported a position in PFGC in Q4 2022 and has held it in 14 quarters since. The position peaked at $715K in Q3 2023. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

NewEdge Advisors held 620 shares of Performance Food Group worth $53.1K as of Q1 2026.
NewEdge Advisors bought 45 Performance Food Group shares in Q1 2026, an estimated $4.12K.
Performance Food Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2921 holding.
NewEdge Advisors first reported a position in Performance Food Group in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Performance Food Group position peaked at $715K in Q3 2023.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.