Sagespring Wealth Partners’s Performance Food Group PFGC Stock Holding History

Sagespring Wealth 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	$211K	Buy	+1,886	New	+$179K	﹤0.01%	812
2025 Q4	–	Sell	-2,129	Closed	-$221K	–	804
2025 Q3	$221K	Sell	2,129 -969	-31%	-$97K	﹤0.01%	698
2025 Q2	$271K	Buy	+3,098	New	+$258K	0.01%	612
2025 Q1	–	Sell	-2,484	Closed	-$210K	–	687
2024 Q4	$210K	Buy	+2,484	New	+$210K	0.01%	581

Other funds holding PFGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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 New York $179B AUM 65.34% 1-Year Est. Return

Sagespring Wealth Partners's PFGC Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Performance Food Group (PFGC) in Q2 2026: 1,886 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in PFGC as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in PFGC in Q4 2024 and has held it in 4 quarters since. The position peaked at $271K in Q2 2025. 262 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Sagespring Wealth Partners held 1,886 shares of Performance Food Group worth $211K as of Q2 2026.
Performance Food Group was a new Sagespring Wealth Partners position in Q2 2026.
Performance Food Group made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #812 holding.
Sagespring Wealth Partners first reported a position in Performance Food Group in Q4 2024 and has held it in 4 quarters since.
Sagespring Wealth Partners's Performance Food Group position peaked at $271K in Q2 2025.
262 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.