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Bell Investment Advisors, Inc

Position in PFGC — Performance Food Group Co

CIK 1890149 ORINDA, CA

Position in PFGC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$18,668
+$4,363 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#424
of 524 holders
Holding Since
Sep 2021
19 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, 2026

Bell Investment Advisors, Inc holds $147,910 across 3 Food Distribution names. PFGC ranks #3 (12.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PFGC
Performance Food Group Co
This page
167 $18,668

All Filings in PFGC

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,668 167
2026-03-31 $14,305 167
2025-12-31 $22,210 247
2025-09-30 $17,374 167
2025-06-30 $14,607 167
2025-03-31 $12,659 161
2024-12-31 $13,612 161
2024-09-30 $14,341 183
2024-06-30 $12,693 192
2024-03-31 $14,330 192
2023-12-31 $13,276 192
2023-09-30 $11,359 193
2023-06-30 $9,457 157
2023-03-31 $9,473 157
2022-12-31 $8,116 139
2022-09-30 $5,068 118
2022-06-30 $5,425 118
2021-12-31 $2,753 60
2021-09-30 $4,274 92