SWP
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Strategic Wealth Partners’s Performance Food Group PFGC Stock Holding History

Strategic Wealth Partners’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 		$685 Buy
+8
New +$732 ﹤0.01% 1290

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

Strategic Wealth Partners's PFGC Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in Performance Food Group (PFGC) in Q1 2026: 8 shares worth $685. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings.

461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Strategic Wealth Partners held 8 shares of Performance Food Group worth $685 as of Q1 2026.
  • Performance Food Group was a new Strategic Wealth Partners position in Q1 2026.
  • Performance Food Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1290 holding.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.