UB
CHEF icon

UMB Bank’s Chefs' Warehouse CHEF Stock Holding History

UMB Bank’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 		$11.5K Buy
193
+10
+5% +$640 ﹤0.01% 1810
2025
Q4 		$11.4K Buy
183
+29
+19% +$1.74K ﹤0.01% 1779
2025
Q3 		$8.98K Buy
154
+27
+21% +$1.72K ﹤0.01% 1717
2025
Q2 		$8.1K Buy
127
+7
+6% +$416 ﹤0.01% 1681
2025
Q1 		$6.54K Buy
120
+36
+43% +$2.01K ﹤0.01% 1685
2024
Q4 		$4.14K Hold
84
– – ﹤0.01% 1776
2024
Q3 		$3.53K Buy
84
+40
+91% +$1.61K ﹤0.01% 1828
2024
Q2 		$1.72K Buy
44
+30
+214% +$1.11K ﹤0.01% 1836
2024
Q1 		$527 Buy
+14
New +$479 ﹤0.01% 1967

Other funds holding CHEF

BlackRock
BlackRock New York $5.7T 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 $1.47T 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