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EverSource Wealth Advisors’s Chimera Investment CIM Stock Holding History

EverSource Wealth Advisors’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 		$16.1K Buy
1,206
+675
+127% +$9.04K ﹤0.01% 2600
2026
Q1 		$6.67K Buy
531
+250
+89% +$3.26K ﹤0.01% 3123
2025
Q4 		$3.49K Sell
281
-345
-55% -$4.38K ﹤0.01% 3268
2025
Q3 		$8.28K Buy
626
+310
+98% +$4.31K ﹤0.01% 2917
2025
Q2 		$4.38K Buy
316
+152
+93% +$1.94K ﹤0.01% 3215
2025
Q1 		$2.1K Buy
164
+45
+38% +$632 ﹤0.01% 2904
2024
Q4 		$1.67K Buy
119
+39
+49% +$585 ﹤0.01% 2784
2024
Q3 		$1.27K Hold
80
– – ﹤0.01% 2666
2024
Q2 		$1.17K Sell
80
-426
-84% -$5.4K ﹤0.01% 2700
2024
Q1 		$6.26K Buy
506
+306
+153% +$4.26K ﹤0.01% 1936
2023
Q4 		$2.99K Hold
200
– – ﹤0.01% 2055
2023
Q3 		$3.28K Hold
200
– – ﹤0.01% 1859
2023
Q2 		$3.46K Hold
200
– – ﹤0.01% 1873
2023
Q1 		$3.38K Hold
200
– – ﹤0.01% 1767
2022
Q4 		$3.3K Buy
+200
New +$3.73K ﹤0.01% 1747

Other funds holding CIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Chimera Investment (CIM) stake by 127% in Q2 2026, buying an estimated $9.04K and bringing the position to 1,206 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

EverSource Wealth Advisors first reported a position in CIM in Q4 2022 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • EverSource Wealth Advisors held 1,206 shares of Chimera Investment worth $16.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 675 Chimera Investment shares in Q2 2026, an estimated $9.04K.
  • Chimera Investment made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2600 holding.
  • EverSource Wealth Advisors first reported a position in Chimera Investment in Q4 2022 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

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