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Silver Oak Securities’s US Foods USFD Stock Holding History

Silver Oak Securities’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
2025
Q3 		– Sell
-17,082
Closed -$1.32M – 826
2025
Q2 		$1.32M Sell
17,082
-2,232
-12% -$159K 0.11% 199
2025
Q1 		$1.25M Buy
19,314
+2,497
+15% +$171K 0.11% 194
2024
Q4 		$1.14M Buy
16,817
+9,965
+145% +$654K 0.11% 203
2024
Q3 		$412K Buy
+6,852
New +$383K 0.04% 359

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Silver Oak Securities's USFD Position: Q3 2025 in Review

Silver Oak Securities sold out of US Foods (USFD) in Q3 2025, closing a stake of 17,082 shares — an estimated $1.32M sold.

Silver Oak Securities first reported a position in USFD in Q3 2024 and held it in 4 quarters. The position peaked at $1.32M in Q2 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Silver Oak Securities reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 17,082 US Foods shares in Q3 2025, an estimated $1.32M.
  • Silver Oak Securities first reported a position in US Foods in Q3 2024 and held it in 4 quarters.
  • Silver Oak Securities's US Foods position peaked at $1.32M in Q2 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.