Vertex Planning Partners’s Performance Food Group PFGC Stock Holding History

Vertex Planning Partners’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	$258K	Buy	+2,304	New	+$219K	0.04%	142
2026 Q1	–	Sell	-2,293	Closed	-$206K	–	139
2025 Q4	$206K	Sell	2,293 -14	-0.6%	-$1.35K	0.05%	127
2025 Q3	$240K	Hold	2,307	–	–	0.05%	181
2025 Q2	$202K	Buy	+2,307	New	+$192K	0.04%	187

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

Vertex Planning Partners's PFGC Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Performance Food Group (PFGC) in Q2 2026: 2,304 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in PFGC as recently as Q4 2025.

Vertex Planning Partners first reported a position in PFGC in Q2 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Vertex Planning Partners held 2,304 shares of Performance Food Group worth $258K as of Q2 2026.
Performance Food Group was a new Vertex Planning Partners position in Q2 2026.
Performance Food Group made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #142 holding.
Vertex Planning Partners first reported a position in Performance Food Group in Q2 2025 and has held it in 4 quarters since.
529 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.