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Sunbelt Securities’s Chefs' Warehouse CHEF Stock Holding History

Sunbelt Securities’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 		$357 Hold
6
– – ﹤0.01% 2370
2025
Q4 		$374 Hold
6
– – ﹤0.01% 2293
2025
Q3 		$350 Buy
+6
New +$382 ﹤0.01% 2321

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Sunbelt Securities's CHEF Position: Q1 2026 in Review

Sunbelt Securities held its Chefs' Warehouse (CHEF) position steady in Q1 2026 at 6 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Sunbelt Securities first reported a position in CHEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $374 in Q4 2025. 249 funds tracked by Wall St. Rank hold CHEF as of Q1 2026.

  • Sunbelt Securities held 6 shares of Chefs' Warehouse worth $357 as of Q1 2026.
  • Sunbelt Securities left its Chefs' Warehouse share count unchanged in Q1 2026.
  • Chefs' Warehouse made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2370 holding.
  • Sunbelt Securities first reported a position in Chefs' Warehouse in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Chefs' Warehouse position peaked at $374 in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.