Position in CHRW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$49,801,239
+$1,859,156 QoQ
Shares Held
264,422
-8.4% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2
of 214 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Vest Financial, LLC holds $106,068,275 across 4 Integrated Freight & Logistics names. CHRW ranks #2 (47.0% of the industry book) .
All Filings in CHRW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,801,239 | 264,422 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,942,083 | 288,686 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $62,366,037 | 387,945 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $70,367,025 | 531,473 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $56,561,085 | 589,485 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $51,904,102 | 506,876 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $54,947,021 | 531,814 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $60,141,936 | 544,912 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $55,322,088 | 627,804 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $33,166,507 | 435,599 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,561,778 | 319,039 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $20,074,146 | 233,068 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,688,831 | 123,888 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,154,620 | 102,190 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||