Essential Partners’s Chime Financial CHYM Stock Holding History

Essential 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	$203K	Buy	+7,629	New	+$211K	0.09%	240

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

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 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

Essential Partners's CHYM Position: Q3 2026 in Review

Essential Partners opened a new position in Chime Financial (CHYM) in Q3 2026: 7,629 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #240 among its holdings.

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

Essential Partners held 7,629 shares of Chime Financial worth $203K as of Q3 2026.
Chime Financial was a new Essential Partners position in Q3 2026.
Chime Financial made up 0.09% of Essential Partners's portfolio in Q3 2026, its #240 holding.
16 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.