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Root Financial Partners’s Chefs' Warehouse CHEF Stock Holding History

Root Financial Partners’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 		$892 Buy
+15
New +$960 ﹤0.01% 2655

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Victory Capital Management
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VCM
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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

Root Financial Partners's CHEF Position: Q1 2026 in Review

Root Financial Partners opened a new position in Chefs' Warehouse (CHEF) in Q1 2026: 15 shares worth $892. The stake represents ﹤0.01% of the portfolio and ranks #2655 among its holdings.

249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Root Financial Partners held 15 shares of Chefs' Warehouse worth $892 as of Q1 2026.
  • Chefs' Warehouse was a new Root Financial Partners position in Q1 2026.
  • Chefs' Warehouse made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2655 holding.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.