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Rise Advisors’s Performance Food Group PFGC Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-286
Closed -$29.8K – 1064
2025
Q3 		$29.8K Hold
286
– – 0.01% 384
2025
Q2 		$25K Hold
286
– – 0.01% 417
2025
Q1 		$22.5K Sell
286
-99
-26% -$8.26K 0.01% 442
2024
Q4 		$32.6K Hold
385
– – 0.02% 357
2024
Q3 		$30.2K Hold
385
– – 0.01% 413
2024
Q2 		$25.5K Hold
385
– – 0.01% 467
2024
Q1 		$28.7K Buy
+385
New +$28.3K 0.02% 401

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Rise Advisors's PFGC Position: Q4 2025 in Review

Rise Advisors sold out of Performance Food Group (PFGC) in Q4 2025, closing a stake of 286 shares — an estimated $29.8K sold.

Rise Advisors first reported a position in PFGC in Q1 2024 and held it in 7 quarters. The position peaked at $32.6K in Q4 2024. 473 funds tracked by Wall St. Rank hold PFGC as of Q4 2025.

  • Rise Advisors reported no remaining Performance Food Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 286 Performance Food Group shares in Q4 2025, an estimated $29.8K.
  • Rise Advisors first reported a position in Performance Food Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Performance Food Group position peaked at $32.6K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.