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Summit Securities Group’s Performance Food Group PFGC Stock Holding History

Summit Securities Group’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
-700
Closed -$60K – 1324
2026
Q1 		$60K Buy
+700
New +$64K 0.01% 359
2025
Q4 		– Sell
-5,000
Closed -$520K – 1191
2025
Q3 		$520K Buy
+5,000
New +$501K 0.11% 165
2024
Q2 		– Sell
-2
Closed – – 730
2024
Q1 		$0 Hold
2
– – ﹤0.01% 793
2023
Q4 		$0 Buy
+2
New +$123 ﹤0.01% 845

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

Summit Securities Group's PFGC Position: Q2 2026 in Review

Summit Securities Group sold out of Performance Food Group (PFGC) in Q2 2026, closing a stake of 700 shares — an estimated $60K sold.

Summit Securities Group first reported a position in PFGC in Q4 2023 and held it in 4 quarters. The position peaked at $520K in Q3 2025. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Summit Securities Group reported no remaining Performance Food Group position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 700 Performance Food Group shares in Q2 2026, an estimated $60K.
  • Summit Securities Group first reported a position in Performance Food Group in Q4 2023 and held it in 4 quarters.
  • Summit Securities Group's Performance Food Group position peaked at $520K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.