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Birch Financial Group’s US Foods USFD Stock Holding History

Birch Financial Group’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Sell
2,522
-308
-11% -$27.5K 0.13% 112
2026
Q1 		$261K Sell
2,830
-443
-14% -$39.2K 0.15% 111
2025
Q4 		$247K Sell
3,273
-41
-1% -$3.08K 0.14% 114
2025
Q3 		$254K Sell
3,314
-125
-4% -$9.94K 0.15% 102
2025
Q2 		$265K Buy
3,439
+1
+0% +$71 0.21% 87
2025
Q1 		$225K Buy
+3,438
New +$235K 0.2% 93

Other funds holding USFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Birch Financial Group's USFD Position: Q2 2026 in Review

Birch Financial Group reduced its US Foods (USFD) stake by 11% in Q2 2026, selling an estimated $27.5K and leaving 2,522 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #112.

Birch Financial Group first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q2 2025. 329 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Birch Financial Group held 2,522 shares of US Foods worth $258K as of Q2 2026.
  • Birch Financial Group sold 308 US Foods shares in Q2 2026, an estimated $27.5K.
  • US Foods made up 0.13% of Birch Financial Group's portfolio in Q2 2026, its #112 holding.
  • Birch Financial Group first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's US Foods position peaked at $265K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.