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

Wealth Enhancement Trust 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 		$75.7K Buy
677
+62
+10% +$5.9K 0.01% 417
2026
Q1 		$52.7K Hold
615
– – 0.01% 444
2025
Q4 		$55.3K Buy
+615
New +$59.4K 0.01% 421

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Performance Food Group (PFGC) stake by 10% in Q2 2026, buying an estimated $5.9K and bringing the position to 677 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #417.

Wealth Enhancement Trust Services first reported a position in PFGC in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Wealth Enhancement Trust Services held 677 shares of Performance Food Group worth $75.7K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 62 Performance Food Group shares in Q2 2026, an estimated $5.9K.
  • Performance Food Group made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #417 holding.
  • Wealth Enhancement Trust Services first reported a position in Performance Food Group in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

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