AWA
CIM

Arkadios Wealth Advisors’s Chimera Investment CIM Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-10,160
Closed -$128K – 1783
2026
Q1 		$128K Sell
10,160
-13
-0.1% -$170 ﹤0.01% 1608
2025
Q4 		$126K Sell
10,173
-106
-1% -$1.35K ﹤0.01% 1484
2025
Q3 		$136K Sell
10,279
-3,901
-28% -$54.3K ﹤0.01% 1391
2025
Q2 		$197K Sell
14,180
-1,528
-10% -$19.5K 0.01% 1218
2025
Q1 		$202K Buy
15,708
+611
+4% +$8.58K 0.01% 1045
2024
Q4 		$211K Sell
15,097
-12,777
-46% -$192K 0.01% 844
2024
Q3 		$441K Sell
27,874
-2,154
-7% -$32.3K 0.03% 586
2024
Q2 		$384K Buy
30,028
+25,513
+565% +$323K 0.03% 555
2024
Q1 		$62.4K Sell
4,515
-494
-10% -$6.88K ﹤0.01% 684
2023
Q4 		$75K Buy
5,009
+218
+5% +$3.29K 0.01% 680
2023
Q3 		$78.5K Buy
+4,791
New +$84.1K 0.01% 648
2022
Q3 		– Sell
-3,561
Closed -$94K – 529
2022
Q2 		$94K Buy
3,561
+71
+2% +$2.11K 0.01% 527
2022
Q1 		$126K Buy
+3,490
New +$139K 0.02% 542
2021
Q4 		– Sell
-1,245
Closed -$55K – 772
2021
Q3 		$55K Buy
1,245
+741
+147% +$33.2K 0.01% 845
2021
Q2 		$22K Buy
504
+284
+129% +$11.8K ﹤0.01% 1236
2021
Q1 		$8K Buy
220
+6
+3% +$205 ﹤0.01% 1242
2020
Q4 		$6K Buy
+214
New +$6.2K ﹤0.01% 1060

Other funds holding CIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arkadios Wealth Advisors's CIM Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Chimera Investment (CIM) in Q2 2026, closing a stake of 10,160 shares — an estimated $128K sold.

Arkadios Wealth Advisors first reported a position in CIM in Q4 2020 and held it in 17 quarters. The position peaked at $441K in Q3 2024. 198 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Chimera Investment position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,160 Chimera Investment shares in Q2 2026, an estimated $128K.
  • Arkadios Wealth Advisors first reported a position in Chimera Investment in Q4 2020 and held it in 17 quarters.
  • Arkadios Wealth Advisors's Chimera Investment position peaked at $441K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.