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Sound Income Strategies’s Performance Food Group PFGC Stock Holding History

Sound Income Strategies’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 		– Sell
-84
Closed -$7.08K – 1843
2026
Q1 		$7.08K Sell
84
-1
-1% -$91 ﹤0.01% 1685
2025
Q4 		$8.3K Buy
+85
New +$8.21K ﹤0.01% 1581

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's PFGC Position: Q2 2026 in Review

Sound Income Strategies sold out of Performance Food Group (PFGC) in Q2 2026, closing a stake of 84 shares — an estimated $7.08K sold.

Sound Income Strategies first reported a position in PFGC in Q4 2025 and held it in 2 quarters. The position peaked at $8.3K in Q4 2025. 395 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Sound Income Strategies reported no remaining Performance Food Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 84 Performance Food Group shares in Q2 2026, an estimated $7.08K.
  • Sound Income Strategies first reported a position in Performance Food Group in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Performance Food Group position peaked at $8.3K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.