Root Financial Partners
CHEF icon

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
Q3 		$11.3K Buy
+101
New +$10.8K ﹤0.01% 1857
2026
Q2 		– Sell
-15
Closed -$892 – 921
2026
Q1 		$892 Buy
+15
New +$960 ﹤0.01% 2655

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Westfield Capital Management
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Vanguard Portfolio Management
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Root Financial Partners's CHEF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chefs' Warehouse (CHEF) in Q3 2026: 101 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHEF as recently as Q1 2026.

Root Financial Partners first reported a position in CHEF in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CHEF as of Q3 2026.

  • Root Financial Partners held 101 shares of Chefs' Warehouse worth $11.3K as of Q3 2026.
  • Chefs' Warehouse was a new Root Financial Partners position in Q3 2026.
  • Chefs' Warehouse made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1857 holding.
  • Root Financial Partners first reported a position in Chefs' Warehouse in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.