PWPS
PFGC icon

Pinnacle Wealth Planning Services’s Performance Food Group PFGC Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.9K Buy
312
+4
+1% +$381 ﹤0.01% 1514
2026
Q1 		$26.4K Buy
308
+89
+41% +$8.14K ﹤0.01% 1546
2025
Q4 		$19.7K Buy
+219
New +$21.1K ﹤0.01% 1722
2022
Q2 		– Sell
-5,561
Closed -$283K – 463
2022
Q1 		$283K Buy
+5,561
New +$273K 0.05% 277
2021
Q1 		– Sell
-1,674
Closed -$80K – 1500
2020
Q4 		$80K Buy
+1,674
New +$70.5K 0.02% 571

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

Pinnacle Wealth Planning Services's PFGC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Performance Food Group (PFGC) stake by 1.3% in Q2 2026, buying an estimated $381 and bringing the position to 312 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Pinnacle Wealth Planning Services first reported a position in PFGC in Q4 2020 and has held it in 5 quarters since. The position peaked at $283K in Q1 2022. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 312 shares of Performance Food Group worth $34.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Performance Food Group shares in Q2 2026, an estimated $381.
  • Performance Food Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1514 holding.
  • Pinnacle Wealth Planning Services first reported a position in Performance Food Group in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Performance Food Group position peaked at $283K in Q1 2022.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.