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

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

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. 529 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.
  • 529 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.