Jefferies Financial Group’s Chefs' Warehouse CHEF Stock Holding History

Jefferies Financial Group’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	–	Sell	-3,748	Closed	-$360K	–	1393
2026 Q2	$360K	Buy	+3,748	New	+$290K	﹤0.01%	1328
2025 Q4	–	Sell	-85,000	Closed	-$4.96M	–	1887
2025 Q3	$4.96M	Buy	+85,000	New	+$5.42M	0.02%	370
2025 Q2	–	Sell	-1,111	Closed	-$66K	–	1356
2025 Q1	$60.5K	Buy	+1,111	New	+$61.9K	﹤0.01%	1510
2024 Q1	–	Sell	-40	Closed	-$1.37K	–	1655
2023 Q4	$1.18K	Sell	40 -25,530	-100%	-$616K	﹤0.01%	1633
2023 Q3	$542K	Buy	+25,570	New	+$782K	﹤0.01%	1036
2023 Q2	–	Sell	-90,000	Closed	-$2.98M	–	1718
2023 Q1	$3.06M	Buy	+90,000	New	+$3.16M	0.02%	520

Other funds holding CHEF

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Jefferies Financial Group's CHEF Position: Q3 2026 in Review

Jefferies Financial Group sold out of Chefs' Warehouse (CHEF) in Q3 2026, closing a stake of 3,748 shares — an estimated $360K sold.

Jefferies Financial Group first reported a position in CHEF in Q1 2023 and held it in 6 quarters. The position peaked at $4.96M in Q3 2025. 211 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

Jefferies Financial Group reported no remaining Chefs' Warehouse position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 3,748 Chefs' Warehouse shares in Q3 2026, an estimated $360K.
Jefferies Financial Group first reported a position in Chefs' Warehouse in Q1 2023 and held it in 6 quarters.
Jefferies Financial Group's Chefs' Warehouse position peaked at $4.96M in Q3 2025.
211 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.