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

Smartleaf 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
Q1 		$80.4K Sell
954
-58
-6% -$5.3K ﹤0.01% 1229
2025
Q4 		$91.3K Buy
1,012
+143
+16% +$13.8K ﹤0.01% 1245
2025
Q3 		$90.6K Buy
869
+635
+271% +$63.6K 0.01% 1130
2025
Q2 		$20.5K Sell
234
-366
-61% -$30.5K ﹤0.01% 1543
2025
Q1 		$46.4K Sell
600
-96
-14% -$8.01K ﹤0.01% 1187
2024
Q4 		$58.6K Buy
696
+76
+12% +$6.41K 0.01% 1105
2024
Q3 		$48.5K Sell
620
-66
-10% -$4.63K 0.01% 929
2024
Q2 		$46.2K Buy
686
+110
+19% +$7.67K 0.01% 763
2024
Q1 		$43.6K Sell
576
-57
-9% -$4.2K 0.01% 708
2023
Q4 		$43.9K Buy
+633
New +$38.9K 0.01% 553

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Smartleaf Asset Management's PFGC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Performance Food Group (PFGC) stake by 5.7% in Q1 2026, selling an estimated $5.3K and leaving 954 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Smartleaf Asset Management first reported a position in PFGC in Q4 2023 and has held it in 10 quarters since. The position peaked at $91.3K in Q4 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Smartleaf Asset Management held 954 shares of Performance Food Group worth $80.4K as of Q1 2026.
  • Smartleaf Asset Management sold 58 Performance Food Group shares in Q1 2026, an estimated $5.3K.
  • Performance Food Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1229 holding.
  • Smartleaf Asset Management first reported a position in Performance Food Group in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Performance Food Group position peaked at $91.3K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.