UFPG
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United Financial Planning Group’s Performance Food Group PFGC Stock Holding History

United Financial Planning Group’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 		$1.79K Hold
16
– – ﹤0.01% 440
2026
Q1 		$1.37K Hold
16
– – ﹤0.01% 435
2025
Q4 		$1.44K Buy
+16
New +$1.54K ﹤0.01% 345

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

United Financial Planning Group's PFGC Position: Q2 2026 in Review

United Financial Planning Group held its Performance Food Group (PFGC) position steady in Q2 2026 at 16 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

United Financial Planning Group first reported a position in PFGC in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • United Financial Planning Group held 16 shares of Performance Food Group worth $1.79K as of Q2 2026.
  • United Financial Planning Group left its Performance Food Group share count unchanged in Q2 2026.
  • Performance Food Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #440 holding.
  • United Financial Planning Group first reported a position in Performance Food Group in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.