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
Q3 		$5.07M Buy
60,440
+44,415
+277% +$4.65M 0.01% 1081
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 $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFGC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Performance Food Group (PFGC) stake by 277% in Q3 2026, buying an estimated $4.65M and bringing the position to 60,440 shares worth $5.07M. The position accounts for 0.01% of the portfolio, ranked #1081.

Wealth Enhancement Advisory Services first reported a position in PFGC in Q3 2023 and has held it in 13 quarters since. 414 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 60,440 shares of Performance Food Group worth $5.07M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 44,415 Performance Food Group shares in Q3 2026, an estimated $4.65M.
  • Performance Food Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1081 holding.
  • Wealth Enhancement Advisory Services first reported a position in Performance Food Group in Q3 2023 and has held it in 13 quarters since.
  • 414 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.