Kestra Advisory Services
CIM icon

Kestra Advisory Services’s Chimera Investment CIM Stock Holding History

Kestra Advisory Services’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
Q3 		$327K Buy
34,346
+21,512
+168% +$255K ﹤0.01% 2885
2026
Q2 		$171K Buy
+12,834
New +$172K ﹤0.01% 3126
2026
Q1 		– Sell
-8,473
Closed -$105K – 3332
2025
Q4 		$105K Buy
+8,473
New +$108K ﹤0.01% 3385
2024
Q3 		– Sell
-15,661
Closed -$206K – 2585
2024
Q2 		$206K Sell
15,661
-2,791
-15% -$35.4K ﹤0.01% 2390
2024
Q1 		$255K Buy
+18,452
New +$257K ﹤0.01% 2123

Other funds holding CIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestra Advisory Services's CIM Position: Q3 2026 in Review

Kestra Advisory Services increased its Chimera Investment (CIM) stake by 168% in Q3 2026, buying an estimated $255K and bringing the position to 34,346 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Kestra Advisory Services first reported a position in CIM in Q1 2024 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold CIM as of Q3 2026.

  • Kestra Advisory Services held 34,346 shares of Chimera Investment worth $327K as of Q3 2026.
  • Kestra Advisory Services bought 21,512 Chimera Investment shares in Q3 2026, an estimated $255K.
  • Chimera Investment made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2885 holding.
  • Kestra Advisory Services first reported a position in Chimera Investment in Q1 2024 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.