CWM
CHYM

Circle Wealth Management’s Chime Financial CHYM Stock Holding History

Circle Wealth Management’s Portfolio CHYM Stock Details CHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,606
Closed -$217K – 280
2025
Q4 		$217K Buy
+8,606
New +$183K ﹤0.01% 231

Other funds holding CHYM

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $327M AUM
AM
Aspect Management Palo Alto, California $224M AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Circle Wealth Management's CHYM Position: Q1 2026 in Review

Circle Wealth Management sold out of Chime Financial (CHYM) in Q1 2026, closing a stake of 8,606 shares — an estimated $217K sold.

Circle Wealth Management first reported a position in CHYM in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

  • Circle Wealth Management reported no remaining Chime Financial position as of Q1 2026 after selling out during the quarter.
  • Circle Wealth Management sold 8,606 Chime Financial shares in Q1 2026, an estimated $217K.
  • Circle Wealth Management first reported a position in Chime Financial in Q4 2025 and held it in 1 quarter.
  • Circle Wealth Management's Chime Financial position peaked at $217K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.