Yorktown Management & Research Company’s Performance Food Group PFGC Stock Holding History

Yorktown Management & Research Company’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	$881K	Hold	7,880	–	–	0.54%	51
2026 Q1	$675K	Hold	7,880	–	–	0.56%	47
2025 Q4	$709K	Hold	7,880	–	–	0.57%	48
2025 Q3	$820K	Hold	7,880	–	–	0.65%	33
2025 Q2	$689K	Hold	7,880	–	–	0.66%	33
2025 Q1	$620K	Hold	7,880	–	–	0.67%	39
2024 Q4	$666K	Hold	7,880	–	–	0.64%	38
2024 Q3	$618K	Buy	7,880 +2,250	+40%	+$158K	0.63%	44
2024 Q2	$372K	Hold	5,630	–	–	0.4%	106
2024 Q1	$420K	Hold	5,630	–	–	0.4%	98
2023 Q4	$389K	Buy	5,630 +1,330	+31%	+$81.7K	0.41%	104
2023 Q3	$253K	Hold	4,300	–	–	0.28%	191
2023 Q2	$259K	Hold	4,300	–	–	0.28%	175
2023 Q1	$259K	Hold	4,300	–	–	0.28%	167
2022 Q4	$251K	Buy	+4,300	New	+$234K	0.31%	167
2022 Q2	–	Sell	-10,650	Closed	-$542K	–	223
2022 Q1	$542K	Hold	10,650	–	–	0.46%	81
2021 Q4	$489K	Hold	10,650	–	–	0.33%	126
2021 Q3	$495K	Buy	+10,650	New	+$490K	0.37%	103

Other funds holding PFGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Yorktown Management & Research Company's PFGC Position: Q2 2026 in Review

Yorktown Management & Research Company held its Performance Food Group (PFGC) position steady in Q2 2026 at 7,880 shares worth $881K. The position accounts for 0.54% of the portfolio, ranked #51.

Yorktown Management & Research Company first reported a position in PFGC in Q3 2021 and has held it in 18 quarters since. 262 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

Yorktown Management & Research Company held 7,880 shares of Performance Food Group worth $881K as of Q2 2026.
Yorktown Management & Research Company left its Performance Food Group share count unchanged in Q2 2026.
Performance Food Group made up 0.54% of Yorktown Management & Research Company's portfolio in Q2 2026, its #51 holding.
Yorktown Management & Research Company first reported a position in Performance Food Group in Q3 2021 and has held it in 18 quarters since.
262 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.