Position in UNFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$746,328
+$192,357 QoQ
Shares Held
16,563
+0.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Ballentine Partners, LLC holds $2,515,797 across 4 Food Distribution names. UNFI ranks #2 (29.7% of the industry book) .
All Filings in UNFI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $746,328 | 16,563 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $553,971 | 16,453 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $642,586 | 17,081 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $366,386 | 15,718 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $513,535 | 18,749 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $424,096 | 15,529 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $252,434 | 15,008 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $165,819 | 12,658 | Shares | Other | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||