Principia Wealth Advisory’s Performance Food Group PFGC Stock Holding History

Principia Wealth Advisory’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	$940K	Buy	8,408 +8,395	+64,577%	+$799K	0.47%	37
2026 Q1	$1.11K	Buy	13 +2	+18%	+$183	﹤0.01%	681
2025 Q4	$989	Sell	11 -1	-8%	-$97	﹤0.01%	670
2025 Q3	$1.25K	Buy	12 +1	+9%	+$100	﹤0.01%	565
2025 Q2	$962	Sell	11 -2	-15%	-$167	﹤0.01%	590
2025 Q1	$1.01K	Buy	13 +9	+225%	+$751	﹤0.01%	394
2024 Q4	$338	Buy	+4	New	+$338	﹤0.01%	654

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's PFGC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Performance Food Group (PFGC) stake by 64,577% in Q2 2026, buying an estimated $799K and bringing the position to 8,408 shares worth $940K. The position accounts for 0.47% of the portfolio, ranked #37.

Principia Wealth Advisory first reported a position in PFGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Principia Wealth Advisory held 8,408 shares of Performance Food Group worth $940K as of Q2 2026.
Principia Wealth Advisory bought 8,395 Performance Food Group shares in Q2 2026, an estimated $799K.
Performance Food Group made up 0.47% of Principia Wealth Advisory's portfolio in Q2 2026, its #37 holding.
Principia Wealth Advisory first reported a position in Performance Food Group in Q4 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.