Larson Financial Group
CHEF icon

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

Larson 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 		$7.96K Buy
71
+3
+4% +$320 ﹤0.01% 2619
2026
Q2 		$6.54K Buy
68
+10
+17% +$774 ﹤0.01% 2645
2026
Q1 		$3.45K Buy
58
+3
+5% +$192 ﹤0.01% 2770
2025
Q4 		$3.43K Sell
55
-6
-10% -$361 ﹤0.01% 2611
2025
Q3 		$3.56K Hold
61
– – ﹤0.01% 2484
2025
Q2 		$3.89K Buy
61
+23
+61% +$1.37K ﹤0.01% 2173
2025
Q1 		$2.07K Buy
38
+33
+660% +$1.84K ﹤0.01% 2156
2024
Q4 		$247 Hold
5
– – ﹤0.01% 2383
2024
Q3 		$210 Hold
5
– – ﹤0.01% 2356
2024
Q2 		$196 Buy
+5
New +$185 ﹤0.01% 2072

Other funds holding CHEF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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

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

Larson Financial Group increased its Chefs' Warehouse (CHEF) stake by 4.4% in Q3 2026, buying an estimated $320 and bringing the position to 71 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Larson Financial Group first reported a position in CHEF in Q2 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • Larson Financial Group held 71 shares of Chefs' Warehouse worth $7.96K as of Q3 2026.
  • Larson Financial Group bought 3 Chefs' Warehouse shares in Q3 2026, an estimated $320.
  • Chefs' Warehouse made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2619 holding.
  • Larson Financial Group first reported a position in Chefs' Warehouse in Q2 2024 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

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