Position in PFGC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,831,329
+$302,999 QoQ
Shares Held
16,382
-8.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#209
of 524 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $9,295,993 across 3 Food Distribution names. PFGC ranks #2 (19.7% of the industry book) .
All Filings in PFGC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,329 | 16,382 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,528,330 | 17,842 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,554,076 | 17,283 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,665,673 | 16,010 | Shares | Other | 2025-11-03 | |
| 2023-03-31 | $279,494 | 4,632 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $585,476 | 10,027 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||