EverSource Wealth Advisors, LLC
Position in PFGC — Performance Food Group Co
CIK 1710537
BIRMINGHAM, AL
Position in PFGC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$59,356
-$12,594 QoQ
Shares Held
531
-36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 524 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,049,003 across 8 Food Distribution names. PFGC ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
7,917 | $661,698 | |
| 2 | USFD |
US Foods Holding Corp.
|
2,449 | $250,407 | |
| 3 | PFGC |
Performance Food Group Co
This page
|
531 | $59,356 | |
| 4 | ANDE |
Andersons, Inc.
|
798 | $54,582 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
179 | $17,198 | |
| 6 | UNFI |
United Natural Foods Inc
|
66 | $3,012 | |
| 7 | AVO |
Mission Produce, Inc.
|
210 | $2,474 | |
| 8 | HFFG |
HF Foods Group Inc.
|
197 | $276 |
All Filings in PFGC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,356 | 531 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $71,950 | 840 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $67,885 | 755 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $88,639 | 852 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $57,641 | 659 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,592 | 122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,945 | 94 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,677 | 98 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,434 | 52 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,343 | 18 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,244 | 18 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,885 | 100 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,324 | 105 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,800 | 63 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,051 | 18 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $773 | 18 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||