RWM
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RMG Wealth Management’s Performance Food Group PFGC Stock Holding History

RMG 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
Q1 		$192K Buy
+2,046
New +$187K 0.02% 72
2025
Q4 		– Sell
-2,000
Closed -$203K – 473
2025
Q3 		$203K Hold
2,000
– – 0.03% 59
2025
Q2 		$198K Buy
+2,000
New +$167K 0.03% 60

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

RMG Wealth Management's PFGC Position: Q1 2026 in Review

RMG Wealth Management opened a new position in Performance Food Group (PFGC) in Q1 2026: 2,046 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #72 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in PFGC as recently as Q3 2025.

RMG Wealth Management first reported a position in PFGC in Q2 2025 and has held it in 3 quarters since. The position peaked at $203K in Q3 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • RMG Wealth Management held 2,046 shares of Performance Food Group worth $192K as of Q1 2026.
  • Performance Food Group was a new RMG Wealth Management position in Q1 2026.
  • Performance Food Group made up 0.02% of RMG Wealth Management's portfolio in Q1 2026, its #72 holding.
  • RMG Wealth Management first reported a position in Performance Food Group in Q2 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's Performance Food Group position peaked at $203K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.