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SOA Wealth Advisors’s Performance Food Group PFGC Stock Holding History

SOA Wealth Advisors’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 		$4.36K Buy
+39
New +$3.71K ﹤0.01% 718

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

SOA Wealth Advisors's PFGC Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Performance Food Group (PFGC) in Q2 2026: 39 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings.

529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • SOA Wealth Advisors held 39 shares of Performance Food Group worth $4.36K as of Q2 2026.
  • Performance Food Group was a new SOA Wealth Advisors position in Q2 2026.
  • Performance Food Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #718 holding.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.