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

Rialto Wealth Management’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 		$9.05K Buy
81
+37
+84% +$3.52K ﹤0.01% 556
2026
Q1 		$3.77K Buy
44
+4
+10% +$366 ﹤0.01% 652
2025
Q4 		$3.6K Sell
40
-1
-2% -$97 ﹤0.01% 568
2025
Q3 		$4.27K Buy
41
+4
+11% +$400 ﹤0.01% 500
2025
Q2 		$3.24K Buy
37
+13
+54% +$1.08K ﹤0.01% 518
2025
Q1 		$1.89K Buy
+24
New +$2K ﹤0.01% 546

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

Rialto Wealth Management's PFGC Position: Q2 2026 in Review

Rialto Wealth Management increased its Performance Food Group (PFGC) stake by 84% in Q2 2026, buying an estimated $3.52K and bringing the position to 81 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Rialto Wealth Management first reported a position in PFGC in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Rialto Wealth Management held 81 shares of Performance Food Group worth $9.05K as of Q2 2026.
  • Rialto Wealth Management bought 37 Performance Food Group shares in Q2 2026, an estimated $3.52K.
  • Performance Food Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Rialto Wealth Management first reported a position in Performance Food Group in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.