Root Financial Partners
USFD icon

Root Financial Partners’s US Foods USFD Stock Holding History

Root Financial Partners’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
Q3 		$90.6K Buy
+983
New +$99.4K ﹤0.01% 780
2026
Q2 		– Sell
-906
Closed -$83.5K – 3042
2026
Q1 		$83.5K Buy
906
+66
+8% +$5.84K ﹤0.01% 638
2025
Q4 		$63.3K Buy
840
+154
+22% +$11.6K ﹤0.01% 625
2025
Q3 		$52.6K Buy
+686
New +$54.5K ﹤0.01% 652

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Fidelity Investments
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's USFD Position: Q3 2026 in Review

Root Financial Partners opened a new position in US Foods (USFD) in Q3 2026: 983 shares worth $90.6K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USFD as recently as Q1 2026.

Root Financial Partners first reported a position in USFD in Q3 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Root Financial Partners held 983 shares of US Foods worth $90.6K as of Q3 2026.
  • US Foods was a new Root Financial Partners position in Q3 2026.
  • US Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #780 holding.
  • Root Financial Partners first reported a position in US Foods in Q3 2025 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.