Position in USFD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,836
+$1,763 QoQ
Shares Held
194
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#542
of 662 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Bell Investment Advisors, Inc holds $147,910 across 3 Food Distribution names. USFD ranks #2 (13.4% of the industry book) .
All Filings in USFD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,836 | 194 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,073 | 196 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,515 | 206 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $8,198 | 107 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $8,779 | 114 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,462 | 114 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,892 | 117 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,797 | 78 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,132 | 78 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,209 | 78 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,541 | 78 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,064 | 52 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,540 | 35 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,773 | 48 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,177 | 64 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $951 | 36 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,454 | 80 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,124 | 61 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,114 | 61 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||