KAS
CIM

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
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

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 $3.37T 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

Kestra Advisory Services's CIM Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Chimera Investment (CIM) in Q2 2026: 12,834 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #3126 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in CIM as recently as Q4 2025.

Kestra Advisory Services first reported a position in CIM in Q1 2024 and has held it in 4 quarters since. The position peaked at $255K in Q1 2024. 197 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • Kestra Advisory Services held 12,834 shares of Chimera Investment worth $171K as of Q2 2026.
  • Chimera Investment was a new Kestra Advisory Services position in Q2 2026.
  • Chimera Investment made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3126 holding.
  • Kestra Advisory Services first reported a position in Chimera Investment in Q1 2024 and has held it in 4 quarters since.
  • Kestra Advisory Services's Chimera Investment position peaked at $255K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.