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Newbridge Financial Services Group’s US Foods USFD Stock Holding History

Newbridge Financial Services 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 		$38.4K Sell
376
-3,861
-91% -$344K ﹤0.01% 551
2026
Q1 		$391K Sell
4,237
-3,840
-48% -$340K 0.06% 163
2025
Q4 		$608K Sell
8,077
-8,883
-52% -$667K 0.09% 137
2025
Q3 		$1.3M Buy
16,960
+2,299
+16% +$183K 0.19% 95
2025
Q2 		$1.13M Buy
+14,661
New +$1.05M 0.18% 96
2022
Q2 		– Sell
-560
Closed -$21K – 1531
2022
Q1 		$21K Hold
560
– – 0.01% 725
2021
Q4 		$20K Hold
560
– – 0.01% 733
2021
Q3 		$19K Sell
560
-300
-35% -$10.3K 0.01% 684
2021
Q2 		$33K Sell
860
-160
-16% -$6.21K 0.02% 584
2021
Q1 		$39K Hold
1,020
– – 0.03% 460
2020
Q4 		$34K Hold
1,020
– – 0.03% 420
2020
Q3 		$23K Buy
+1,020
New +$23K 0.02% 476

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newbridge Financial Services Group's USFD Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its US Foods (USFD) stake by 91% in Q2 2026, selling an estimated $344K and leaving 376 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Newbridge Financial Services Group first reported a position in USFD in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.3M in Q3 2025. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Newbridge Financial Services Group held 376 shares of US Foods worth $38.4K as of Q2 2026.
  • Newbridge Financial Services Group sold 3,861 US Foods shares in Q2 2026, an estimated $344K.
  • US Foods made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #551 holding.
  • Newbridge Financial Services Group first reported a position in US Foods in Q3 2020 and has held it in 12 quarters since.
  • Newbridge Financial Services Group's US Foods position peaked at $1.3M in Q3 2025.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.