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Steward Partners Investment Advisory’s Performance Food Group PFGC Stock Holding History

Steward Partners Investment Advisory’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 		$699K Buy
6,251
+4,007
+179% +$381K ﹤0.01% 1512
2026
Q1 		$192K Buy
2,244
+2,081
+1,277% +$190K ﹤0.01% 2038
2025
Q4 		$14.7K Buy
163
+17
+12% +$1.64K ﹤0.01% 3270
2025
Q3 		$15.2K Sell
146
-809
-85% -$81K ﹤0.01% 3207
2025
Q2 		$83.5K Sell
955
-70
-7% -$5.83K ﹤0.01% 2217
2025
Q1 		$80.6K Buy
1,025
+800
+356% +$66.8K ﹤0.01% 2140
2024
Q4 		$19K Buy
225
+69
+44% +$5.82K ﹤0.01% 2825
2024
Q3 		$12.2K Buy
156
+12
+8% +$841 ﹤0.01% 2869
2024
Q2 		$9.52K Hold
144
– – ﹤0.01% 2838
2024
Q1 		$10.7K Sell
144
-72
-33% -$5.3K ﹤0.01% 2784
2023
Q4 		$14.9K Hold
216
– – ﹤0.01% 2534
2023
Q3 		$12.7K Buy
216
+72
+50% +$4.36K ﹤0.01% 2495
2023
Q2 		$8.68K Sell
144
-252
-64% -$14.8K ﹤0.01% 2619
2023
Q1 		$23.9K Hold
396
– – ﹤0.01% 2174
2022
Q4 		$23.1K Buy
396
+270
+214% +$14.7K ﹤0.01% 2177
2022
Q3 		$5K Buy
126
+88
+232% +$4.35K ﹤0.01% 2775
2022
Q2 		$2K Buy
+38
New +$1.75K ﹤0.01% 3027

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Partners Investment Advisory's PFGC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Performance Food Group (PFGC) stake by 179% in Q2 2026, buying an estimated $381K and bringing the position to 6,251 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Steward Partners Investment Advisory first reported a position in PFGC in Q2 2022 and has held it in 17 quarters since. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Steward Partners Investment Advisory held 6,251 shares of Performance Food Group worth $699K as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,007 Performance Food Group shares in Q2 2026, an estimated $381K.
  • Performance Food Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1512 holding.
  • Steward Partners Investment Advisory first reported a position in Performance Food Group in Q2 2022 and has held it in 17 quarters since.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.