LFG
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return