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Transamerica Financial Advisors’s Performance Food Group PFGC Stock Holding History

Transamerica Financial Advisors’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 		$53.5K Buy
479
+350
+271% +$33.3K ﹤0.01% 686
2026
Q1 		$11.1K Buy
+129
New +$11.8K ﹤0.01% 906
2025
Q4 		– Sell
-3
Closed -$312 – 1896
2025
Q3 		$312 Buy
+3
New +$300 ﹤0.01% 1385

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

Transamerica Financial Advisors's PFGC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Performance Food Group (PFGC) stake by 271% in Q2 2026, buying an estimated $33.3K and bringing the position to 479 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Transamerica Financial Advisors first reported a position in PFGC in Q3 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Transamerica Financial Advisors held 479 shares of Performance Food Group worth $53.5K as of Q2 2026.
  • Transamerica Financial Advisors bought 350 Performance Food Group shares in Q2 2026, an estimated $33.3K.
  • Performance Food Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #686 holding.
  • Transamerica Financial Advisors first reported a position in Performance Food Group in Q3 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.