Private Wealth Management Group’s Performance Food Group PFGC Stock Holding History

Private Wealth Management Group’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	$2.68K	Hold	24	–	–	﹤0.01%	1062
2026 Q1	$2.06K	Hold	24	–	–	﹤0.01%	1078
2025 Q4	$2.16K	Hold	24	–	–	﹤0.01%	1060
2025 Q3	$2.5K	Hold	24	–	–	﹤0.01%	1041
2025 Q2	$2.1K	Hold	24	–	–	﹤0.01%	1072
2025 Q1	$1.89K	Hold	24	–	–	﹤0.01%	1073
2024 Q4	$2.03K	Sell	24 -23	-49%	-$1.94K	﹤0.01%	1073
2024 Q3	$3.68K	Hold	47	–	–	﹤0.01%	844
2024 Q2	$3.11K	Buy	47 +1	+2%	+$70	﹤0.01%	897
2024 Q1	$3.43K	Hold	46	–	–	﹤0.01%	764
2023 Q4	$3.18K	Buy	+46	New	+$2.83K	﹤0.01%	779

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

Private Wealth Management Group's PFGC Position: Q2 2026 in Review

Private Wealth Management Group held its Performance Food Group (PFGC) position steady in Q2 2026 at 24 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Private Wealth Management Group first reported a position in PFGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68K in Q3 2024. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Private Wealth Management Group held 24 shares of Performance Food Group worth $2.68K as of Q2 2026.
Private Wealth Management Group left its Performance Food Group share count unchanged in Q2 2026.
Performance Food Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1062 holding.
Private Wealth Management Group first reported a position in Performance Food Group in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Performance Food Group position peaked at $3.68K in Q3 2024.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.