EverSource Wealth Advisors
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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
Q2 		$2.6K Sell
127
-212
-63% -$4.12K ﹤0.01% 3613
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 $1.11B AUM 39.05% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
General Atlantic
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $357M AUM
AM
Aspect Management Palo Alto, California $244M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FVM
Forerunner Ventures Management San Francisco, California $164M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EverSource Wealth Advisors's CHYM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Chime Financial (CHYM) stake by 63% in Q2 2026, selling an estimated $4.12K and leaving 127 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

EverSource Wealth Advisors first reported a position in CHYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.5K in Q2 2025. 269 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • EverSource Wealth Advisors held 127 shares of Chime Financial worth $2.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 212 Chime Financial shares in Q2 2026, an estimated $4.12K.
  • Chime Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3613 holding.
  • EverSource Wealth Advisors first reported a position in Chime Financial in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Chime Financial position peaked at $33.5K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.