Steward Partners Investment Advisory, LLC
Position in PFGC — Performance Food Group Co
CIK 1723397
STAMFORD, CT
Position in PFGC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698,799
+$506,578 QoQ
Shares Held
6,251
+178.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#267
of 524 holders
Holding Since
Jun 2022
17 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, 2026Steward Partners Investment Advisory, LLC holds $3,726,345 across 6 Food Distribution names. PFGC ranks #2 (18.8% of the industry book) .
All Filings in PFGC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,799 | 6,251 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $192,221 | 2,244 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,656 | 163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,189 | 146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $83,533 | 955 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,595 | 1,025 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,023 | 225 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,225 | 156 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,519 | 144 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,748 | 144 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,936 | 216 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,713 | 216 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,674 | 144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,894 | 396 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,122 | 396 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,411 | 126 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,747 | 38 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||