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Sagewood Asset Management’s Performance Food Group PFGC Stock Holding History

Sagewood Asset 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
Q2 		$733K Buy
6,553
+3,650
+126% +$347K 0.17% 112
2026
Q1 		$249K Buy
2,903
+224
+8% +$20.5K 0.08% 268
2025
Q4 		$241K Buy
+2,679
New +$259K 0.09% 216

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sagewood Asset Management's PFGC Position: Q2 2026 in Review

Sagewood Asset Management increased its Performance Food Group (PFGC) stake by 126% in Q2 2026, buying an estimated $347K and bringing the position to 6,553 shares worth $733K. The position accounts for 0.17% of the portfolio, ranked #112.

Sagewood Asset Management first reported a position in PFGC in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Sagewood Asset Management held 6,553 shares of Performance Food Group worth $733K as of Q2 2026.
  • Sagewood Asset Management bought 3,650 Performance Food Group shares in Q2 2026, an estimated $347K.
  • Performance Food Group made up 0.17% of Sagewood Asset Management's portfolio in Q2 2026, its #112 holding.
  • Sagewood Asset Management first reported a position in Performance Food Group in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.