Position in SFM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$357,772
+$65,220 QoQ
Shares Held
4,230
+11.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#398
of 637 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Ballentine Partners, LLC holds $2,093,701 across 4 Grocery Stores names. SFM ranks #3 (17.1% of the industry book) .
All Filings in SFM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,772 | 4,230 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $292,552 | 3,793 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $271,912 | 3,413 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $383,954 | 3,529 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $633,697 | 3,849 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $539,429 | 3,534 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $489,091 | 3,849 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $414,368 | 3,753 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $274,153 | 3,277 | Shares | Other | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||