RFP
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Root Financial Partners’s Performance Food Group PFGC Stock Holding History

Root Financial Partners’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 		– Sell
-364
Closed -$31.2K – 2387
2026
Q1 		$31.2K Sell
364
-37
-9% -$3.38K ﹤0.01% 1098
2025
Q4 		$36.1K Buy
401
+26
+7% +$2.51K ﹤0.01% 853
2025
Q3 		$39K Buy
+375
New +$37.5K ﹤0.01% 768

Other funds holding PFGC

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Root Financial Partners's PFGC Position: Q2 2026 in Review

Root Financial Partners sold out of Performance Food Group (PFGC) in Q2 2026, closing a stake of 364 shares — an estimated $31.2K sold.

Root Financial Partners first reported a position in PFGC in Q3 2025 and held it in 3 quarters. The position peaked at $39K in Q3 2025. 144 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Root Financial Partners reported no remaining Performance Food Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 364 Performance Food Group shares in Q2 2026, an estimated $31.2K.
  • Root Financial Partners first reported a position in Performance Food Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Performance Food Group position peaked at $39K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.