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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Wealth Solutions's PFGC Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Performance Food Group (PFGC) stake by 33% in Q2 2026, buying an estimated $476 and bringing the position to 20 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Retirement Wealth Solutions first reported a position in PFGC in Q3 2025 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Retirement Wealth Solutions held 20 shares of Performance Food Group worth $2.24K as of Q2 2026.
  • Retirement Wealth Solutions bought 5 Performance Food Group shares in Q2 2026, an estimated $476.
  • Performance Food Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #504 holding.
  • Retirement Wealth Solutions first reported a position in Performance Food Group in Q3 2025 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.