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Regal Investment Advisors’s US Foods USFD Stock Holding History

Regal Investment Advisors’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 		$305K Buy
2,981
+12
+0.4% +$1.07K 0.02% 564
2026
Q1 		$274K Buy
+2,969
New +$263K 0.02% 551

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

Regal Investment Advisors's USFD Position: Q2 2026 in Review

Regal Investment Advisors increased its US Foods (USFD) stake by 0.4% in Q2 2026, buying an estimated $1.07K and bringing the position to 2,981 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #564.

Regal Investment Advisors first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Regal Investment Advisors held 2,981 shares of US Foods worth $305K as of Q2 2026.
  • Regal Investment Advisors bought 12 US Foods shares in Q2 2026, an estimated $1.07K.
  • US Foods made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #564 holding.
  • Regal Investment Advisors first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.