Curated Wealth Partners’s Chime Financial CHYM Stock Holding History

Curated Wealth Partners’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	$303K	Buy	+11,360	New	+$315K	0.02%	423

Other funds holding CHYM

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Curated Wealth Partners's CHYM Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Chime Financial (CHYM) in Q3 2026: 11,360 shares worth $303K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

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

Curated Wealth Partners held 11,360 shares of Chime Financial worth $303K as of Q3 2026.
Chime Financial was a new Curated Wealth Partners position in Q3 2026.
Chime Financial made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #423 holding.
16 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.