SVB Wealth’s Performance Food Group PFGC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-750	Closed	-$59K	–	1291
2025 Q1	$59K	Buy	+750	New	+$62.6K	﹤0.01%	495

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Wealth's PFGC Position: Q2 2025 in Review

SVB Wealth sold out of Performance Food Group (PFGC) in Q2 2025, closing a stake of 750 shares — an estimated $59K sold.

SVB Wealth first reported a position in PFGC in Q1 2025 and held it in 1 quarter. The position peaked at $59K in Q1 2025. 449 funds tracked by Wall St. Rank hold PFGC as of Q2 2025.

SVB Wealth reported no remaining Performance Food Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 750 Performance Food Group shares in Q2 2025, an estimated $59K.
SVB Wealth first reported a position in Performance Food Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's Performance Food Group position peaked at $59K in Q1 2025.
449 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.