SageView Advisory Group’s Chefs' Warehouse CHEF Stock Holding History

SageView Advisory 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
2025 Q4	$312	Buy	+5	New	+$301	﹤0.01%	2480

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's CHEF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Chefs' Warehouse (CHEF) in Q4 2025: 5 shares worth $312. The stake represents ﹤0.01% of the portfolio and ranks #2480 among its holdings.

244 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

SageView Advisory Group held 5 shares of Chefs' Warehouse worth $312 as of Q4 2025.
Chefs' Warehouse was a new SageView Advisory Group position in Q4 2025.
Chefs' Warehouse made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2480 holding.
244 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.