Clearstead Advisors’s Chime Financial CHYM Stock Holding History

Clearstead 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 Q3	$2.02K	Buy	+76	New	+$2.11K	﹤0.01%	2473

Other funds holding CHYM

Menlo Ventures Management Menlo Park, California $241M AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

HIIL

HS Investments III Ltd St. Peter Port $24.5M AUM 32.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clearstead Advisors's CHYM Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Chime Financial (CHYM) in Q3 2026: 76 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings.

142 funds tracked by Wall St. Rank hold CHYM as of Q3 2026.

Clearstead Advisors held 76 shares of Chime Financial worth $2.02K as of Q3 2026.
Chime Financial was a new Clearstead Advisors position in Q3 2026.
Chime Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2473 holding.
142 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.