PWMG
PFGC icon

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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return