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BFC Planning, Inc.’s Chime Financial CHYM Stock Holding History

BFC Planning, Inc.’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 		$410 Sell
20
-240
-92% -$4.66K ﹤0.01% 3270
2026
Q1 		$4.87K Hold
260
– – ﹤0.01% 2315
2025
Q4 		$6.54K Hold
260
– – ﹤0.01% 2256
2025
Q3 		$5.24K Buy
260
+20
+8% +$568 ﹤0.01% 2179
2025
Q2 		$8.28K Buy
+240
New +$7.91K ﹤0.01% 1892

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General Atlantic
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Menlo Ventures Management
Menlo Ventures Management Menlo Park, California $241M AUM
Aspect Management
Aspect Management Palo Alto, California $251M AUM 32.08% 1-Year Est. Return
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
Forerunner Ventures Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BFC Planning, Inc.'s CHYM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Chime Financial (CHYM) stake by 92% in Q2 2026, selling an estimated $4.66K and leaving 20 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

BFC Planning, Inc. first reported a position in CHYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.28K in Q2 2025. 270 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • BFC Planning, Inc. held 20 shares of Chime Financial worth $410 as of Q2 2026.
  • BFC Planning, Inc. sold 240 Chime Financial shares in Q2 2026, an estimated $4.66K.
  • Chime Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3270 holding.
  • BFC Planning, Inc. first reported a position in Chime Financial in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Chime Financial position peaked at $8.28K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.