OF
PFGC icon

Optimize Financial’s Performance Food Group PFGC Stock Holding History

Optimize Financial’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 		$809K Sell
7,237
-25
-0.3% -$2.38K 0.29% 42
2026
Q1 		$622K Buy
+7,262
New +$664K 0.31% 59

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

Optimize Financial's PFGC Position: Q2 2026 in Review

Optimize Financial reduced its Performance Food Group (PFGC) stake by 0.34% in Q2 2026, selling an estimated $2.38K and leaving 7,237 shares worth $809K. The position accounts for 0.29% of the portfolio, ranked #42.

Optimize Financial first reported a position in PFGC in Q1 2026 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Optimize Financial held 7,237 shares of Performance Food Group worth $809K as of Q2 2026.
  • Optimize Financial sold 25 Performance Food Group shares in Q2 2026, an estimated $2.38K.
  • Performance Food Group made up 0.29% of Optimize Financial's portfolio in Q2 2026, its #42 holding.
  • Optimize Financial first reported a position in Performance Food Group in Q1 2026 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.