SSG
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Summit Securities Group’s Chefs' Warehouse CHEF Stock Holding History

Summit Securities 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 		– Sell
-262
Closed -$16.3K – 1084
2025
Q4 		$16.3K Buy
+262
New +$15.8K ﹤0.01% 839

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Securities Group's CHEF Position: Q1 2026 in Review

Summit Securities Group sold out of Chefs' Warehouse (CHEF) in Q1 2026, closing a stake of 262 shares — an estimated $16.3K sold.

Summit Securities Group first reported a position in CHEF in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 250 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Summit Securities Group reported no remaining Chefs' Warehouse position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 262 Chefs' Warehouse shares in Q1 2026, an estimated $16.3K.
  • Summit Securities Group first reported a position in Chefs' Warehouse in Q4 2025 and held it in 1 quarter.
  • Summit Securities Group's Chefs' Warehouse position peaked at $16.3K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.