Prospera Financial Services’s Performance Food Group PFGC Stock Holding History

Prospera Financial 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	$221K	Buy	+1,976	New	+$188K	﹤0.01%	1359
2024 Q1	–	Sell	-7,037	Closed	-$487K	–	1128
2023 Q4	$487K	Sell	7,037 -494	-7%	-$30.4K	0.02%	674
2023 Q3	$443K	Sell	7,531 -2,014	-21%	-$122K	0.02%	655
2023 Q2	$575K	Buy	9,545 +4,512	+90%	+$266K	0.02%	574
2023 Q1	$304K	Sell	5,033 -46	-0.9%	-$2.69K	0.01%	780
2022 Q4	$297K	Buy	5,079 +55	+1%	+$3K	0.01%	709
2022 Q3	$215K	Buy	5,024 +86	+2%	+$4.25K	0.01%	760
2022 Q2	$227K	Buy	4,938 +171	+4%	+$7.9K	0.01%	699
2022 Q1	$243K	Buy	+4,767	New	+$234K	0.01%	816

Other funds holding PFGC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Prospera Financial Services's PFGC Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Performance Food Group (PFGC) in Q2 2026: 1,976 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in PFGC as recently as Q4 2023.

Prospera Financial Services first reported a position in PFGC in Q1 2022 and has held it in 9 quarters since. The position peaked at $575K in Q2 2023. 58 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Prospera Financial Services held 1,976 shares of Performance Food Group worth $221K as of Q2 2026.
Performance Food Group was a new Prospera Financial Services position in Q2 2026.
Performance Food Group made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1359 holding.
Prospera Financial Services first reported a position in Performance Food Group in Q1 2022 and has held it in 9 quarters since.
Prospera Financial Services's Performance Food Group position peaked at $575K in Q2 2023.
58 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.