Physician Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Physician Wealth 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	–	Sell	-5	Closed	-$450	–	2196
2025 Q4	$450	Hold	5	–	–	﹤0.01%	1930
2025 Q3	$521	Buy	+5	New	+$501	﹤0.01%	1792

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

Physician Wealth Advisors's PFGC Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Performance Food Group (PFGC) in Q1 2026, closing a stake of 5 shares — an estimated $450 sold.

Physician Wealth Advisors first reported a position in PFGC in Q3 2025 and held it in 2 quarters. The position peaked at $521 in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

Physician Wealth Advisors reported no remaining Performance Food Group position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 5 Performance Food Group shares in Q1 2026, an estimated $450.
Physician Wealth Advisors first reported a position in Performance Food Group in Q3 2025 and held it in 2 quarters.
Physician Wealth Advisors's Performance Food Group position peaked at $521 in Q3 2025.
461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.