Embree Financial Group’s Chimera Investment CIM Stock Holding History

Embree Financial Group’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163K	Hold	12,215	–	–	0.02%	278
2026 Q1	$153K	Hold	12,215	–	–	0.02%	258
2025 Q4	$152K	Hold	12,215	–	–	0.02%	230
2025 Q3	$161K	Hold	12,215	–	–	0.02%	224
2025 Q2	$169K	Hold	12,215	–	–	0.03%	213
2025 Q1	$157K	Hold	12,215	–	–	0.03%	199
2024 Q4	$171K	Hold	12,215	–	–	0.03%	191
2024 Q3	$193K	Hold	12,215	–	–	0.03%	191
2024 Q2	$156K	Hold	12,215	–	–	0.03%	181
2024 Q1	$169K	Hold	12,215	–	–	0.03%	186
2023 Q4	$183K	Buy	+12,215	New	+$184K	0.04%	177

Other funds holding CIM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return