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Summit Financial’s US Foods USFD Stock Holding History

Summit Financial’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 		$204K Buy
+1,998
New +$178K ﹤0.01% 1525

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

Summit Financial's USFD Position: Q2 2026 in Review

Summit Financial opened a new position in US Foods (USFD) in Q2 2026: 1,998 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings.

665 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Summit Financial held 1,998 shares of US Foods worth $204K as of Q2 2026.
  • US Foods was a new Summit Financial position in Q2 2026.
  • US Foods made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1525 holding.
  • 665 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.