Toth Financial Advisory’s Performance Food Group PFGC Stock Holding History

Toth Financial 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	$12.9K	Hold	115	–	–	﹤0.01%	559
2026 Q1	$9.85K	Hold	115	–	–	﹤0.01%	561
2025 Q4	$10.3K	Hold	115	–	–	﹤0.01%	547
2025 Q3	$12K	Sell	115 -130	-53%	-$13K	﹤0.01%	524
2025 Q2	$21.4K	Hold	245	–	–	﹤0.01%	424
2025 Q1	$19.3K	Hold	245	–	–	﹤0.01%	404
2024 Q4	$20.7K	Hold	245	–	–	﹤0.01%	393
2024 Q3	$19.2K	Hold	245	–	–	﹤0.01%	392
2024 Q2	$16.2K	Hold	245	–	–	﹤0.01%	417
2024 Q1	$18.3K	Hold	245	–	–	﹤0.01%	394
2023 Q4	$16.9K	Hold	245	–	–	﹤0.01%	411
2023 Q3	$14.4K	Hold	245	–	–	﹤0.01%	410
2023 Q2	$14.8K	Hold	245	–	–	﹤0.01%	425
2023 Q1	$14.8K	Hold	245	–	–	﹤0.01%	415
2022 Q4	$14.3K	Hold	245	–	–	﹤0.01%	411
2022 Q3	$11K	Buy	+245	New	+$12.1K	﹤0.01%	442

Other funds holding PFGC

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Toth Financial Advisory's PFGC Position: Q2 2026 in Review

Toth Financial Advisory held its Performance Food Group (PFGC) position steady in Q2 2026 at 115 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Toth Financial Advisory first reported a position in PFGC in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.4K in Q2 2025. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Toth Financial Advisory held 115 shares of Performance Food Group worth $12.9K as of Q2 2026.
Toth Financial Advisory left its Performance Food Group share count unchanged in Q2 2026.
Performance Food Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #559 holding.
Toth Financial Advisory first reported a position in Performance Food Group in Q3 2022 and has held it in 16 quarters since.
Toth Financial Advisory's Performance Food Group position peaked at $21.4K in Q2 2025.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.