Bare Financial Services
CHEF icon

Bare Financial Services’s Chefs' Warehouse CHEF Stock Holding History

Bare Financial Services’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.5K Buy
156
+20
+15% +$2.13K ﹤0.01% 351
2026
Q2 		$13.1K Buy
136
+58
+74% +$4.49K ﹤0.01% 477
2026
Q1 		$4.64K Buy
78
+70
+875% +$4.48K ﹤0.01% 686
2025
Q4 		$499 Buy
+8
New +$481 ﹤0.01% 1403

Other funds holding CHEF

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bare Financial Services's CHEF Position: Q3 2026 in Review

Bare Financial Services increased its Chefs' Warehouse (CHEF) stake by 15% in Q3 2026, buying an estimated $2.13K and bringing the position to 156 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Bare Financial Services first reported a position in CHEF in Q4 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • Bare Financial Services held 156 shares of Chefs' Warehouse worth $17.5K as of Q3 2026.
  • Bare Financial Services bought 20 Chefs' Warehouse shares in Q3 2026, an estimated $2.13K.
  • Chefs' Warehouse made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #351 holding.
  • Bare Financial Services first reported a position in Chefs' Warehouse in Q4 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.