Wealth Enhancement Advisory Services
PFGC icon

Wealth Enhancement Advisory Services’s Performance Food Group PFGC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.82M Buy
16,025
+8,279
+107% +$788K ﹤0.01% 1641
2026
Q1 		$651K Buy
7,746
+60
+0.8% +$5.49K ﹤0.01% 2125
2025
Q4 		$672K Buy
7,686
+262
+4% +$25.3K ﹤0.01% 2251
2025
Q3 		$749K Buy
7,424
+465
+7% +$46.5K ﹤0.01% 2055
2025
Q2 		$618K Buy
6,959
+747
+12% +$62.2K ﹤0.01% 2066
2025
Q1 		$488K Buy
6,212
+59
+1% +$4.92K ﹤0.01% 2085
2024
Q4 		$520K Buy
6,153
+431
+8% +$36.4K ﹤0.01% 1966
2024
Q3 		$448K Sell
5,722
-260
-4% -$18.2K ﹤0.01% 1892
2024
Q2 		$395K Buy
5,982
+125
+2% +$8.71K ﹤0.01% 1795
2024
Q1 		$437K Sell
5,857
-596
-9% -$43.9K ﹤0.01% 1662
2023
Q4 		$446K Buy
6,453
+1,165
+22% +$71.6K ﹤0.01% 1576
2023
Q3 		$311K Buy
+5,288
New +$320K ﹤0.01% 1721

Other funds holding PFGC

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFGC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Performance Food Group (PFGC) stake by 107% in Q2 2026, buying an estimated $788K and bringing the position to 16,025 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Wealth Enhancement Advisory Services first reported a position in PFGC in Q3 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,025 shares of Performance Food Group worth $1.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,279 Performance Food Group shares in Q2 2026, an estimated $788K.
  • Performance Food Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1641 holding.
  • Wealth Enhancement Advisory Services first reported a position in Performance Food Group in Q3 2023 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.