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BFC Planning, Inc.’s Chefs' Warehouse CHEF Stock Holding History

BFC Planning, Inc.’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 		$3.25K Sell
29
-10
-26% -$1.07K ﹤0.01% 2851
2026
Q2 		$3.75K Buy
+39
New +$3.02K ﹤0.01% 2783

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Invesco
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

BFC Planning, Inc.'s CHEF Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Chefs' Warehouse (CHEF) stake by 26% in Q3 2026, selling an estimated $1.07K and leaving 29 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

BFC Planning, Inc. first reported a position in CHEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.75K in Q2 2026. 258 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • BFC Planning, Inc. held 29 shares of Chefs' Warehouse worth $3.25K as of Q3 2026.
  • BFC Planning, Inc. sold 10 Chefs' Warehouse shares in Q3 2026, an estimated $1.07K.
  • Chefs' Warehouse made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2851 holding.
  • BFC Planning, Inc. first reported a position in Chefs' Warehouse in Q2 2026 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s Chefs' Warehouse position peaked at $3.75K in Q2 2026.
  • 258 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.