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
Q2 		$8.99K Sell
3,876
-43
-1% -$108 ﹤0.01% 3787
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Allworth Financial's CHMI Position: Q2 2026 in Review

Allworth Financial reduced its Cherry Hill Mortgage Investment Corp (CHMI) stake by 1.1% in Q2 2026, selling an estimated $108 and leaving 3,876 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Allworth Financial first reported a position in CHMI in Q1 2022 and has held it in 9 quarters since. The position peaked at $29K in Q1 2022. 47 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • Allworth Financial held 3,876 shares of Cherry Hill Mortgage Investment Corp worth $8.99K as of Q2 2026.
  • Allworth Financial sold 43 Cherry Hill Mortgage Investment Corp shares in Q2 2026, an estimated $108.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3787 holding.
  • Allworth Financial first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2022 and has held it in 9 quarters since.
  • Allworth Financial's Cherry Hill Mortgage Investment Corp position peaked at $29K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.