BPI
UNFI icon

BFC Planning, Inc.’s United Natural Foods UNFI Stock Holding History

BFC Planning, Inc.’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48K Hold
33
– – ﹤0.01% 3078
2026
Q2 		$1.51K Hold
33
– – ﹤0.01% 3054
2026
Q1 		$1.49K Sell
33
-2
-6% -$77 ﹤0.01% 2673
2025
Q4 		$1.18K Buy
+35
New +$1.3K ﹤0.01% 2765

Other funds holding UNFI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return

BFC Planning, Inc.'s UNFI Position: Q3 2026 in Review

BFC Planning, Inc. held its United Natural Foods (UNFI) position steady in Q3 2026 at 33 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

BFC Planning, Inc. first reported a position in UNFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.51K in Q2 2026. 276 funds tracked by Wall St. Rank hold UNFI as of Q3 2026.

  • BFC Planning, Inc. held 33 shares of United Natural Foods worth $1.48K as of Q3 2026.
  • BFC Planning, Inc. left its United Natural Foods share count unchanged in Q3 2026.
  • United Natural Foods made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3078 holding.
  • BFC Planning, Inc. first reported a position in United Natural Foods in Q4 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s United Natural Foods position peaked at $1.51K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.