AF
CHMI

Allworth Financial’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Allworth Financial’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.8K Buy
3,919
+43
+1% +$114 ﹤0.01% 3521
2025
Q4 		$9.88K Hold
3,876
– – ﹤0.01% 3273
2025
Q3 		$9.26K Hold
3,876
– – ﹤0.01% 3182
2025
Q2 		$10.6K Buy
+3,876
New +$11.3K ﹤0.01% 2865
2023
Q1 		– Sell
-4,104
Closed -$23.8K – 3204
2022
Q4 		$23.8K Buy
4,104
+198
+5% +$1.11K ﹤0.01% 1280
2022
Q3 		$19K Buy
3,906
+150
+4% +$982 ﹤0.01% 1307
2022
Q2 		$24K Hold
3,756
– – ﹤0.01% 1163
2022
Q1 		$29K Buy
+3,756
New +$29.7K ﹤0.01% 1088

Other funds holding CHMI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's CHMI Position: Q1 2026 in Review

Allworth Financial increased its Cherry Hill Mortgage Investment Corp (CHMI) stake by 1.1% in Q1 2026, buying an estimated $114 and bringing the position to 3,919 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Allworth Financial first reported a position in CHMI in Q1 2022 and has held it in 8 quarters since. The position peaked at $29K in Q1 2022. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • Allworth Financial held 3,919 shares of Cherry Hill Mortgage Investment Corp worth $9.8K as of Q1 2026.
  • Allworth Financial bought 43 Cherry Hill Mortgage Investment Corp shares in Q1 2026, an estimated $114.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3521 holding.
  • Allworth Financial first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2022 and has held it in 8 quarters since.
  • Allworth Financial's Cherry Hill Mortgage Investment Corp position peaked at $29K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.