EWA
CHYM

EverSource Wealth Advisors’s Chime Financial CHYM Stock Holding History

EverSource Wealth Advisors’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
Q1 		$6.35K Sell
339
-759
-69% -$17.2K ﹤0.01% 3152
2025
Q4 		$27.6K Buy
1,098
+128
+13% +$2.72K ﹤0.01% 2173
2025
Q3 		$19.6K Hold
970
– – ﹤0.01% 2371
2025
Q2 		$33.5K Buy
+970
New +$32K ﹤0.01% 1902

Other funds holding CHYM

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $327M AUM
AM
Aspect Management Palo Alto, California $224M AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EverSource Wealth Advisors's CHYM Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Chime Financial (CHYM) stake by 69% in Q1 2026, selling an estimated $17.2K and leaving 339 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

EverSource Wealth Advisors first reported a position in CHYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.5K in Q2 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

  • EverSource Wealth Advisors held 339 shares of Chime Financial worth $6.35K as of Q1 2026.
  • EverSource Wealth Advisors sold 759 Chime Financial shares in Q1 2026, an estimated $17.2K.
  • Chime Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3152 holding.
  • EverSource Wealth Advisors first reported a position in Chime Financial in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Chime Financial position peaked at $33.5K in Q2 2025.
  • 216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.