Position in UNFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$539,233
+$160,076 QoQ
Shares Held
11,967
+6.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2.3815492604662825.ToString("F0")%
Shared 0.ToString("F0")%
None 97.61845073953371.ToString("F0")%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $92,824,437 across 3 Food Distribution names. UNFI ranks #3 (0.6% of the industry book) .
All Filings in UNFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539,233 | 11,967 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $379,157 | 11,261 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $376,839 | 10,017 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,750 | 10,843 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||