IWC
CHYM

Integrated Wealth Concepts’s Chime Financial CHYM Stock Holding History

Integrated Wealth Concepts’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 		$10.2K Buy
+500
New +$9.71K ﹤0.01% 4539

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
GA
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

Integrated Wealth Concepts's CHYM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Chime Financial (CHYM) in Q2 2026: 500 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #4539 among its holdings.

267 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Integrated Wealth Concepts held 500 shares of Chime Financial worth $10.2K as of Q2 2026.
  • Chime Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Chime Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4539 holding.
  • 267 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.