DT
CHYM

Diversified Trust’s Chime Financial CHYM Stock Holding History

Diversified Trust’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
Q2 		$410K Buy
20,000
+5,000
+33% +$97K 0.01% 818
2026
Q1 		$281K Hold
15,000
– – 0.01% 868
2025
Q4 		$378K Hold
15,000
– – 0.01% 756
2025
Q3 		$303K Buy
+15,000
New +$426K 0.01% 802

Other funds holding CHYM

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Diversified Trust's CHYM Position: Q2 2026 in Review

Diversified Trust increased its Chime Financial (CHYM) stake by 33% in Q2 2026, buying an estimated $97K and bringing the position to 20,000 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #818.

Diversified Trust first reported a position in CHYM in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Diversified Trust held 20,000 shares of Chime Financial worth $410K as of Q2 2026.
  • Diversified Trust bought 5,000 Chime Financial shares in Q2 2026, an estimated $97K.
  • Chime Financial made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #818 holding.
  • Diversified Trust first reported a position in Chime Financial in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.