Superior Planning, LLC’s Chimera Investment CIM Stock Holding History

Superior Planning, LLC’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.82K	Buy	+296	New	+$3.52K	﹤0.01%	1438

Other funds holding CIM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Superior Planning, LLC's CIM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Chimera Investment (CIM) in Q3 2026: 296 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings.

124 funds tracked by Wall St. Rank hold CIM as of Q3 2026.

Superior Planning, LLC held 296 shares of Chimera Investment worth $2.82K as of Q3 2026.
Chimera Investment was a new Superior Planning, LLC position in Q3 2026.
Chimera Investment made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1438 holding.
124 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.