WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PFGC — Performance Food Group Co
CIK 1632972
PLYMOUTH, MN
Position in PFGC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,791,434
+$1,127,912 QoQ
Shares Held
16,025
+106.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#212
of 524 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $23,677,998 across 5 Food Distribution names. PFGC ranks #3 (7.6% of the industry book) .
All Filings in PFGC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,791,434 | 16,025 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $663,522 | 7,746 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $691,125 | 7,686 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $772,392 | 7,424 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $608,703 | 6,959 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $488,449 | 6,212 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $520,236 | 6,153 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $448,433 | 5,722 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $395,470 | 5,982 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $437,166 | 5,857 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $446,224 | 6,453 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $311,251 | 5,288 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||