Root Financial Partners
PFGC icon

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
Q3 		$83.6K Buy
+914
New +$95.7K ﹤0.01% 830
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

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New York State Teachers Retirement System (NYSTRS)
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Mutual of America Capital Management
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Thompson Investment Management
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Inscription Capital
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Root Financial Partners's PFGC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Performance Food Group (PFGC) in Q3 2026: 914 shares worth $83.6K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFGC as recently as Q1 2026.

Root Financial Partners first reported a position in PFGC in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Root Financial Partners held 914 shares of Performance Food Group worth $83.6K as of Q3 2026.
  • Performance Food Group was a new Root Financial Partners position in Q3 2026.
  • Performance Food Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #830 holding.
  • Root Financial Partners first reported a position in Performance Food Group in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.