United Capital Financial Advisors’s Performance Food Group PFGC Stock Holding History

United Capital 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	$245K	Sell	2,192 -3,122	-59%	-$297K	﹤0.01%	1460
2026 Q1	$455K	Buy	+5,314	New	+$486K	﹤0.01%	1110
2025 Q4	–	Sell	-2,175	Closed	-$226K	–	1398
2025 Q3	$226K	Sell	2,175 -236	-10%	-$23.6K	﹤0.01%	1114
2025 Q2	$211K	Buy	+2,411	New	+$201K	﹤0.01%	1033
2019 Q3	–	Sell	-11,398	Closed	-$453K	–	1438
2019 Q2	$453K	Sell	11,398 -432	-4%	-$17.3K	﹤0.01%	1078
2019 Q1	$469K	Sell	11,830 -540	-4%	-$19.8K	﹤0.01%	996
2018 Q4	$399K	Buy	+12,370	New	+$393K	﹤0.01%	976

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

United Capital Financial Advisors's PFGC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Performance Food Group (PFGC) stake by 59% in Q2 2026, selling an estimated $297K and leaving 2,192 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

United Capital Financial Advisors first reported a position in PFGC in Q4 2018 and has held it in 7 quarters since. The position peaked at $469K in Q1 2019. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

United Capital Financial Advisors held 2,192 shares of Performance Food Group worth $245K as of Q2 2026.
United Capital Financial Advisors sold 3,122 Performance Food Group shares in Q2 2026, an estimated $297K.
Performance Food Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1460 holding.
United Capital Financial Advisors first reported a position in Performance Food Group in Q4 2018 and has held it in 7 quarters since.
United Capital Financial Advisors's Performance Food Group position peaked at $469K in Q1 2019.
528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

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