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Retirement Wealth Solutions’s Performance Food Group PFGC Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.1K Sell
12
-8
-40% -$837 ﹤0.01% 719
2026
Q2 		$2.24K Buy
20
+5
+33% +$476 ﹤0.01% 504
2026
Q1 		$1.28K Buy
15
+14
+1,400% +$1.28K ﹤0.01% 594
2025
Q4 		$90 Sell
1
-19
-95% -$1.83K ﹤0.01% 748
2025
Q3 		$2.08K Buy
+20
New +$2K ﹤0.01% 438

Other funds holding PFGC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Retirement Wealth Solutions's PFGC Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Performance Food Group (PFGC) stake by 40% in Q3 2026, selling an estimated $837 and leaving 12 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Retirement Wealth Solutions first reported a position in PFGC in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.24K in Q2 2026. 21 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Retirement Wealth Solutions held 12 shares of Performance Food Group worth $1.1K as of Q3 2026.
  • Retirement Wealth Solutions sold 8 Performance Food Group shares in Q3 2026, an estimated $837.
  • Performance Food Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #719 holding.
  • Retirement Wealth Solutions first reported a position in Performance Food Group in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Performance Food Group position peaked at $2.24K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.