BFS
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bare Financial Services's CHEF Position: Q2 2026 in Review

Bare Financial Services increased its Chefs' Warehouse (CHEF) stake by 74% in Q2 2026, buying an estimated $4.49K and bringing the position to 136 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Bare Financial Services first reported a position in CHEF in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold CHEF as of Q2 2026.

  • Bare Financial Services held 136 shares of Chefs' Warehouse worth $13.1K as of Q2 2026.
  • Bare Financial Services bought 58 Chefs' Warehouse shares in Q2 2026, an estimated $4.49K.
  • Chefs' Warehouse made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #477 holding.
  • Bare Financial Services first reported a position in Chefs' Warehouse in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.