IFG
CIM

Independent Financial Group’s Chimera Investment CIM Stock Holding History

Independent Financial Group’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 		$261K Buy
19,557
+5,494
+39% +$73.5K ﹤0.01% 1337
2026
Q1 		$176K Sell
14,063
-5,380
-28% -$70.2K ﹤0.01% 1390
2025
Q4 		$242K Sell
19,443
-1,646
-8% -$20.9K 0.01% 1253
2025
Q3 		$279K Sell
21,089
-8,156
-28% -$114K 0.01% 1125
2025
Q2 		$406K Sell
29,245
-13,121
-31% -$168K 0.01% 874
2025
Q1 		$544K Sell
42,366
-11,914
-22% -$167K 0.02% 679
2024
Q4 		$760K Sell
54,280
-1,255
-2% -$18.8K 0.03% 559
2024
Q3 		$879K Sell
55,535
-8,552
-13% -$128K 0.03% 481
2024
Q2 		$820K Sell
64,087
-14,546
-18% -$184K 0.03% 457
2024
Q1 		$1.09M Sell
78,633
-7,900
-9% -$110K 0.05% 353
2023
Q4 		$1.3M Sell
86,533
-3,473
-4% -$52.4K 0.07% 294
2023
Q3 		$1.47M Buy
90,006
+25,090
+39% +$440K 0.1% 235
2023
Q2 		$1.12M Buy
64,916
+4,033
+7% +$64.2K 0.08% 281
2023
Q1 		$1.03M Buy
60,883
+9,967
+20% +$191K 0.08% 273
2022
Q4 		$840K Buy
50,916
+13,074
+35% +$244K 0.07% 283
2022
Q3 		$593K Buy
37,842
+2,439
+7% +$63.5K 0.05% 348
2022
Q2 		$937K Buy
35,403
+2,888
+9% +$85.7K 0.1% 238
2022
Q1 		$1.17M Buy
32,515
+600
+2% +$23.9K 0.1% 209
2021
Q4 		$1.44M Buy
31,915
+4,945
+18% +$234K 0.12% 172
2021
Q3 		$1.2M Sell
26,970
-397
-1% -$17.8K 0.12% 179
2021
Q2 		$1.24M Sell
27,367
-2,408
-8% -$100K 0.13% 175
2021
Q1 		$1.13M Sell
29,775
-126
-0.4% -$4.3K 0.15% 174
2020
Q4 		$919K Buy
29,901
+525
+2% +$15.2K 0.14% 176
2020
Q3 		$723K Buy
29,376
+7,834
+36% +$209K 0.14% 171
2020
Q2 		$621K Buy
21,542
+12,689
+143% +$326K 0.14% 174
2020
Q1 		$242K Buy
+8,853
New +$503K 0.07% 288

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Independent Financial Group's CIM Position: Q2 2026 in Review

Independent Financial Group increased its Chimera Investment (CIM) stake by 39% in Q2 2026, buying an estimated $73.5K and bringing the position to 19,557 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Independent Financial Group first reported a position in CIM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.47M in Q3 2023. 180 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • Independent Financial Group held 19,557 shares of Chimera Investment worth $261K as of Q2 2026.
  • Independent Financial Group bought 5,494 Chimera Investment shares in Q2 2026, an estimated $73.5K.
  • Chimera Investment made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1337 holding.
  • Independent Financial Group first reported a position in Chimera Investment in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Chimera Investment position peaked at $1.47M in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.