Creative Planning’s Chime Financial CHYM Stock Holding History

Creative Planning’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	$3.2M	Buy	+120,005	New	+$3.33M	﹤0.01%	1827

Other funds holding CHYM

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Creative Planning's CHYM Position: Q3 2026 in Review

Creative Planning opened a new position in Chime Financial (CHYM) in Q3 2026: 120,005 shares worth $3.2M. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

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

Creative Planning held 120,005 shares of Chime Financial worth $3.2M as of Q3 2026.
Chime Financial was a new Creative Planning position in Q3 2026.
Chime Financial made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1827 holding.
88 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.