VFA
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Valeo Financial Advisors’s Performance Food Group PFGC Stock Holding History

Valeo 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
Q3 		$204K Buy
2,234
+9
+0.4% +$942 ﹤0.01% 778
2026
Q2 		$249K Sell
2,225
-141
-6% -$13.4K 0.01% 685
2026
Q1 		$203K Sell
2,366
-1,397
-37% -$128K ﹤0.01% 688
2025
Q4 		$338K Buy
3,763
+341
+10% +$32.9K 0.01% 575
2025
Q3 		$356K Sell
3,422
-107
-3% -$10.7K 0.01% 552
2025
Q2 		$309K Buy
3,529
+269
+8% +$22.4K 0.01% 569
2025
Q1 		$256K Buy
3,260
+209
+7% +$17.4K 0.01% 568
2024
Q4 		$258K Buy
3,051
+4
+0.1% +$338 0.01% 590
2024
Q3 		$239K Sell
3,047
-18
-0.6% -$1.26K 0.01% 602
2024
Q2 		$203K Buy
+3,065
New +$214K 0.01% 609
2021
Q1 		– Sell
-2
Closed – – 2144
2020
Q4 		$0 Buy
+2
New +$84 ﹤0.01% 1800

Other funds holding PFGC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's PFGC Position: Q3 2026 in Review

Valeo Financial Advisors increased its Performance Food Group (PFGC) stake by 0.4% in Q3 2026, buying an estimated $942 and bringing the position to 2,234 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Valeo Financial Advisors first reported a position in PFGC in Q4 2020 and has held it in 11 quarters since. The position peaked at $356K in Q3 2025. 21 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Valeo Financial Advisors held 2,234 shares of Performance Food Group worth $204K as of Q3 2026.
  • Valeo Financial Advisors bought 9 Performance Food Group shares in Q3 2026, an estimated $942.
  • Performance Food Group made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #778 holding.
  • Valeo Financial Advisors first reported a position in Performance Food Group in Q4 2020 and has held it in 11 quarters since.
  • Valeo Financial Advisors's Performance Food Group position peaked at $356K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.