Cogent Private Wealth’s Chime Financial CHYM Stock Holding History

Cogent Private Wealth’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	-40,000	Closed	-$1.01M	–	108
2025 Q4	$1.01M	Buy	+40,000	New	+$850K	0.77%	37

Other funds holding CHYM

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

MVM

Menlo Ventures Management Menlo Park, California $357M AUM

Aspect Management Palo Alto, California $244M AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cogent Private Wealth's CHYM Position: Q1 2026 in Review

Cogent Private Wealth sold out of Chime Financial (CHYM) in Q1 2026, closing a stake of 40,000 shares — an estimated $1.01M sold.

Cogent Private Wealth first reported a position in CHYM in Q4 2025 and held it in 1 quarter. The position peaked at $1.01M in Q4 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

Cogent Private Wealth reported no remaining Chime Financial position as of Q1 2026 after selling out during the quarter.
Cogent Private Wealth sold 40,000 Chime Financial shares in Q1 2026, an estimated $1.01M.
Cogent Private Wealth first reported a position in Chime Financial in Q4 2025 and held it in 1 quarter.
Cogent Private Wealth's Chime Financial position peaked at $1.01M in Q4 2025.
216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on Cogent Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.