SS
PFGC icon

Sunbelt Securities’s Performance Food Group PFGC Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-1,378
Closed -$117K – 2824
2025
Q2 		$117K Buy
+1,378
New +$115K 0.01% 732
2025
Q1 		– Sell
-1,378
Closed -$116K – 1874
2024
Q4 		$116K Sell
1,378
-40
-3% -$3.38K 0.01% 732
2024
Q3 		$111K Sell
1,418
-1
-0.1% -$70 0.01% 737
2024
Q2 		$93.8K Sell
1,419
-23
-2% -$1.6K 0.01% 748
2024
Q1 		$108K Buy
1,442
+86
+6% +$6.33K 0.01% 698
2023
Q4 		$93.8K Sell
1,356
-11
-0.8% -$676 0.01% 686
2023
Q3 		$80.5K Sell
1,367
-1
-0.1% -$60 0.01% 701
2023
Q2 		$82.4K Buy
1,368
+171
+14% +$10.1K 0.01% 681
2023
Q1 		$71.4K Buy
+1,197
New +$69.9K 0.01% 664

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Sunbelt Securities's PFGC Position: Q3 2025 in Review

Sunbelt Securities sold out of Performance Food Group (PFGC) in Q3 2025, closing a stake of 1,378 shares — an estimated $117K sold.

Sunbelt Securities first reported a position in PFGC in Q1 2023 and held it in 9 quarters. The position peaked at $117K in Q2 2025. 475 funds tracked by Wall St. Rank hold PFGC as of Q3 2025.

  • Sunbelt Securities reported no remaining Performance Food Group position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 1,378 Performance Food Group shares in Q3 2025, an estimated $117K.
  • Sunbelt Securities first reported a position in Performance Food Group in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's Performance Food Group position peaked at $117K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.