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Principal Securities’s Performance Food Group PFGC Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,256
Closed -$131K – 2898
2025
Q3 		$131K Buy
1,256
+195
+18% +$19.5K ﹤0.01% 1469
2025
Q2 		$92.8K Sell
1,061
-248
-19% -$20.7K ﹤0.01% 1578
2025
Q1 		$111K Hold
1,309
– – ﹤0.01% 1394
2024
Q4 		$111K Buy
1,309
+297
+29% +$25.1K ﹤0.01% 1394
2024
Q3 		$79.3K Sell
1,012
-187
-16% -$13.1K ﹤0.01% 1497
2024
Q2 		$79.3K Buy
1,199
+32
+3% +$2.23K ﹤0.01% 1414
2024
Q1 		$87.1K Sell
1,167
-91
-7% -$6.7K ﹤0.01% 1334
2023
Q4 		$87K Buy
+1,258
New +$77.3K ﹤0.01% 1238

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Principal Securities's PFGC Position: Q4 2025 in Review

Principal Securities sold out of Performance Food Group (PFGC) in Q4 2025, closing a stake of 1,256 shares — an estimated $131K sold.

Principal Securities first reported a position in PFGC in Q4 2023 and held it in 8 quarters. The position peaked at $131K in Q3 2025. 473 funds tracked by Wall St. Rank hold PFGC as of Q4 2025.

  • Principal Securities reported no remaining Performance Food Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,256 Performance Food Group shares in Q4 2025, an estimated $131K.
  • Principal Securities first reported a position in Performance Food Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Performance Food Group position peaked at $131K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.