SNS Financial Group’s Chemed CHE Stock Holding History

SNS Financial Group’s Portfolio CHE Stock Details CHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Buy	+498	New	+$209K	﹤0.01%	508
2025 Q3	–	Sell	-453	Closed	-$221K	–	201
2025 Q2	$221K	Hold	453	–	–	0.02%	187
2025 Q1	$279K	Hold	453	–	–	0.03%	157
2024 Q4	$240K	Sell	453 -2	-0.4%	-$1.13K	0.02%	169
2024 Q3	$273K	Sell	455 -3	-0.7%	-$1.7K	0.03%	159
2024 Q2	$249K	Sell	458 -48	-9%	-$27.5K	0.03%	165
2024 Q1	$325K	Buy	506 +2	+0.4%	+$1.22K	0.04%	141
2023 Q4	$295K	Buy	504 +3	+0.6%	+$1.68K	0.03%	145
2023 Q3	$260K	Hold	501	–	–	0.03%	152
2023 Q2	$271K	Sell	501 -1	-0.2%	-$547	0.04%	148
2023 Q1	$270K	Buy	502 +2	+0.4%	+$1.02K	0.04%	153
2022 Q4	$255K	Buy	500 +3	+0.6%	+$1.46K	0.03%	167
2022 Q3	$217K	Hold	497	–	–	0.03%	166
2022 Q2	$233K	Buy	497 +2	+0.4%	+$976	0.03%	161
2022 Q1	$251K	Hold	495	–	–	0.03%	174
2021 Q4	$262K	Hold	495	–	–	0.03%	186
2021 Q3	$230K	Hold	495	–	–	0.03%	188
2021 Q2	$235K	Hold	495	–	–	0.03%	183
2021 Q1	$228K	Hold	495	–	–	0.03%	182
2020 Q4	$264K	Hold	495	–	–	0.04%	162
2020 Q3	$238K	Hold	495	–	–	0.04%	169
2020 Q2	$223K	Hold	495	–	–	0.04%	169
2020 Q1	$214K	Hold	495	–	–	0.04%	171
2019 Q4	$217K	Hold	495	–	–	0.04%	194
2019 Q3	$207K	Buy	+495	New	+$202K	0.04%	183

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

SNS Financial Group's CHE Position: Q2 2026 in Review

SNS Financial Group opened a new position in Chemed (CHE) in Q2 2026: 498 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in CHE as recently as Q2 2025.

SNS Financial Group first reported a position in CHE in Q3 2019 and has held it in 25 quarters since. The position peaked at $325K in Q1 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

SNS Financial Group held 498 shares of Chemed worth $232K as of Q2 2026.
Chemed was a new SNS Financial Group position in Q2 2026.
Chemed made up ﹤0.01% of SNS Financial Group's portfolio in Q2 2026, its #508 holding.
SNS Financial Group first reported a position in Chemed in Q3 2019 and has held it in 25 quarters since.
SNS Financial Group's Chemed position peaked at $325K in Q1 2024.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.