Claro Advisors’s Chime Financial CHYM Stock Holding History

Claro Advisors’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	-8,346	Closed	-$210K	–	538
2025 Q4	$210K	Sell	8,346 -2,741	-25%	-$58.2K	0.03%	400
2025 Q3	$224K	Sell	11,087 -555	-5%	-$15.8K	0.03%	365
2025 Q2	$402K	Buy	+11,642	New	+$384K	0.07%	239

Other funds holding CHYM

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

MVM

Menlo Ventures Management Menlo Park, California $327M AUM

Aspect Management Palo Alto, California $224M AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

Claro Advisors's CHYM Position: Q1 2026 in Review

Claro Advisors sold out of Chime Financial (CHYM) in Q1 2026, closing a stake of 8,346 shares — an estimated $210K sold.

Claro Advisors first reported a position in CHYM in Q2 2025 and held it in 3 quarters. The position peaked at $402K in Q2 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

Claro Advisors reported no remaining Chime Financial position as of Q1 2026 after selling out during the quarter.
Claro Advisors sold 8,346 Chime Financial shares in Q1 2026, an estimated $210K.
Claro Advisors first reported a position in Chime Financial in Q2 2025 and held it in 3 quarters.
Claro Advisors's Chime Financial position peaked at $402K in Q2 2025.
216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.