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OneDigital Investment Advisors’s Performance Food Group PFGC Stock Holding History

OneDigital Investment 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 		$299K Buy
2,671
+134
+5% +$12.8K ﹤0.01% 1288
2026
Q1 		$217K Sell
2,537
-21
-0.8% -$1.92K ﹤0.01% 1363
2025
Q4 		$230K Sell
2,558
-257
-9% -$24.8K ﹤0.01% 1367
2025
Q3 		$293K Sell
2,815
-1,316
-32% -$132K ﹤0.01% 1196
2025
Q2 		$361K Buy
4,131
+63
+2% +$5.25K ﹤0.01% 1056
2025
Q1 		$320K Sell
4,068
-22
-0.5% -$1.84K ﹤0.01% 1066
2024
Q4 		$346K Sell
4,090
-12
-0.3% -$1.01K ﹤0.01% 1062
2024
Q3 		$321K Buy
4,102
+48
+1% +$3.36K ﹤0.01% 1126
2024
Q2 		$268K Buy
+4,054
New +$283K ﹤0.01% 1160
2022
Q3 		– Sell
-4,498
Closed -$207K – 791
2022
Q2 		$207K Sell
4,498
-1,881
-29% -$86.9K 0.01% 654
2022
Q1 		$325K Buy
6,379
+521
+9% +$25.5K 0.01% 574
2021
Q4 		$269K Buy
5,858
+1,050
+22% +$47.7K 0.01% 630
2021
Q3 		$223K Buy
+4,808
New +$221K 0.01% 653

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneDigital Investment Advisors's PFGC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Performance Food Group (PFGC) stake by 5.3% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,671 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

OneDigital Investment Advisors first reported a position in PFGC in Q3 2021 and has held it in 13 quarters since. The position peaked at $361K in Q2 2025. 328 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • OneDigital Investment Advisors held 2,671 shares of Performance Food Group worth $299K as of Q2 2026.
  • OneDigital Investment Advisors bought 134 Performance Food Group shares in Q2 2026, an estimated $12.8K.
  • Performance Food Group made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1288 holding.
  • OneDigital Investment Advisors first reported a position in Performance Food Group in Q3 2021 and has held it in 13 quarters since.
  • OneDigital Investment Advisors's Performance Food Group position peaked at $361K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.