UB
PFGC icon

UMB Bank’s Performance Food Group PFGC Stock Holding History

UMB Bank’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 		$218K Buy
1,954
+219
+13% +$20.8K ﹤0.01% 713
2026
Q1 		$149K Sell
1,735
-206
-11% -$18.8K ﹤0.01% 798
2025
Q4 		$175K Buy
1,941
+181
+10% +$17.5K ﹤0.01% 714
2025
Q3 		$183K Buy
1,760
+100
+6% +$10K ﹤0.01% 646
2025
Q2 		$145K Buy
1,660
+491
+42% +$40.9K ﹤0.01% 693
2025
Q1 		$91.9K Buy
1,169
+403
+53% +$33.6K ﹤0.01% 791
2024
Q4 		$64.8K Buy
766
+313
+69% +$26.4K ﹤0.01% 813
2024
Q3 		$35.5K Buy
453
+365
+415% +$25.6K ﹤0.01% 984
2024
Q2 		$5.82K Buy
88
+45
+105% +$3.14K ﹤0.01% 1389
2024
Q1 		$3.21K Buy
+43
New +$3.17K ﹤0.01% 1435
2017
Q2 		– Sell
-15,800
Closed -$376K – 333
2017
Q1 		$376K Buy
15,800
+800
+5% +$18.5K 0.01% 262
2016
Q4 		$360K Buy
+15,000
New +$356K 0.01% 263

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

UMB Bank's PFGC Position: Q2 2026 in Review

UMB Bank increased its Performance Food Group (PFGC) stake by 13% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,954 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

UMB Bank first reported a position in PFGC in Q4 2016 and has held it in 12 quarters since. The position peaked at $376K in Q1 2017. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • UMB Bank held 1,954 shares of Performance Food Group worth $218K as of Q2 2026.
  • UMB Bank bought 219 Performance Food Group shares in Q2 2026, an estimated $20.8K.
  • Performance Food Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #713 holding.
  • UMB Bank first reported a position in Performance Food Group in Q4 2016 and has held it in 12 quarters since.
  • UMB Bank's Performance Food Group position peaked at $376K in Q1 2017.
  • 529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.