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Rothschild Investment LLC’s Performance Food Group PFGC Stock Holding History

Rothschild Investment LLC’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 		$83.1K Buy
743
+726
+4,271% +$69.1K ﹤0.01% 1119
2026
Q1 		$1.47K Hold
17
– – ﹤0.01% 2698
2025
Q4 		$1.54K Buy
17
+5
+42% +$483 ﹤0.01% 2493
2025
Q3 		$1.25K Hold
12
– – ﹤0.01% 2498
2025
Q2 		$1.05K Buy
12
+5
+71% +$416 ﹤0.01% 2445
2025
Q1 		$550 Buy
7
+5
+250% +$417 ﹤0.01% 2591
2024
Q4 		$169 Hold
2
– – ﹤0.01% 2825
2024
Q3 		$157 Hold
2
– – ﹤0.01% 2752
2024
Q2 		$132 Hold
2
– – ﹤0.01% 2626
2024
Q1 		$149 Hold
2
– – ﹤0.01% 1914
2023
Q4 		$138 Buy
+2
New +$123 ﹤0.01% 1289

Other funds holding PFGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's PFGC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Performance Food Group (PFGC) stake by 4,271% in Q2 2026, buying an estimated $69.1K and bringing the position to 743 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Rothschild Investment LLC first reported a position in PFGC in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Rothschild Investment LLC held 743 shares of Performance Food Group worth $83.1K as of Q2 2026.
  • Rothschild Investment LLC bought 726 Performance Food Group shares in Q2 2026, an estimated $69.1K.
  • Performance Food Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1119 holding.
  • Rothschild Investment LLC first reported a position in Performance Food Group in Q4 2023 and has held it in 11 quarters since.
  • 249 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.