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Wealthspire Advisors (New York)’s Performance Food Group PFGC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-337
Closed -$35.1K – 2352
2025
Q3 		$35.1K Buy
+337
New +$33.7K ﹤0.01% 1380

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFGC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Performance Food Group (PFGC) in Q4 2025, closing a stake of 337 shares — an estimated $35.1K sold.

Wealthspire Advisors (New York) first reported a position in PFGC in Q3 2025 and held it in 1 quarter. The position peaked at $35.1K in Q3 2025. 474 funds tracked by Wall St. Rank hold PFGC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Performance Food Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 337 Performance Food Group shares in Q4 2025, an estimated $35.1K.
  • Wealthspire Advisors (New York) first reported a position in Performance Food Group in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Performance Food Group position peaked at $35.1K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.