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Wellspring Financial Advisors’s US Foods USFD Stock Holding History

Wellspring Financial 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 		$455K Buy
4,453
+212
+5% +$18.9K 0.03% 178
2026
Q1 		$391K Buy
4,241
+26
+0.6% +$2.3K 0.03% 186
2025
Q4 		$317K Buy
+4,215
New +$317K 0.03% 194

Other funds holding USFD

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Wellspring Financial Advisors's USFD Position: Q2 2026 in Review

Wellspring Financial Advisors increased its US Foods (USFD) stake by 5% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,453 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #178.

Wellspring Financial Advisors first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Wellspring Financial Advisors held 4,453 shares of US Foods worth $455K as of Q2 2026.
  • Wellspring Financial Advisors bought 212 US Foods shares in Q2 2026, an estimated $18.9K.
  • US Foods made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Wellspring Financial Advisors first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.