NA
PFGC icon

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
Q2 		$303K Buy
2,710
+2,090
+337% +$199K ﹤0.01% 2477
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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

NewEdge Advisors's PFGC Position: Q2 2026 in Review

NewEdge Advisors increased its Performance Food Group (PFGC) stake by 337% in Q2 2026, buying an estimated $199K and bringing the position to 2,710 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

NewEdge Advisors first reported a position in PFGC in Q4 2022 and has held it in 15 quarters since. The position peaked at $715K in Q3 2023. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • NewEdge Advisors held 2,710 shares of Performance Food Group worth $303K as of Q2 2026.
  • NewEdge Advisors bought 2,090 Performance Food Group shares in Q2 2026, an estimated $199K.
  • Performance Food Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2477 holding.
  • NewEdge Advisors first reported a position in Performance Food Group in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Performance Food Group position peaked at $715K in Q3 2023.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.