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PFG Investments’s Sweetgreen SG Stock Holding History

PFG Investments’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Buy
+12,700
New +$96.9K ﹤0.01% 1223

Other funds holding SG

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFG Investments's SG Position: Q2 2026 in Review

PFG Investments opened a new position in Sweetgreen (SG) in Q2 2026: 12,700 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

28 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • PFG Investments held 12,700 shares of Sweetgreen worth $112K as of Q2 2026.
  • Sweetgreen was a new PFG Investments position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1223 holding.
  • 28 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.