Kestra Private Wealth Services
CHYM icon

Kestra Private Wealth Services’s Chime Financial CHYM Stock Holding History

Kestra Private Wealth Services’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 		$312K Sell
15,249
-455
-3% -$8.83K ﹤0.01% 1476
2026
Q1 		$294K Buy
+15,704
New +$356K ﹤0.01% 1462

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
General Atlantic
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

Kestra Private Wealth Services's CHYM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Chime Financial (CHYM) stake by 2.9% in Q2 2026, selling an estimated $8.83K and leaving 15,249 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Kestra Private Wealth Services first reported a position in CHYM in Q1 2026 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Kestra Private Wealth Services held 15,249 shares of Chime Financial worth $312K as of Q2 2026.
  • Kestra Private Wealth Services sold 455 Chime Financial shares in Q2 2026, an estimated $8.83K.
  • Chime Financial made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1476 holding.
  • Kestra Private Wealth Services first reported a position in Chime Financial in Q1 2026 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

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