LEFP
CIM

Leading Edge Financial Planning’s Chimera Investment CIM Stock Holding History

Leading Edge Financial Planning’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 		$208K Buy
+15,601
New +$209K 0.04% 73
2024
Q2 		– Sell
-4,890
Closed -$67.6K – 51
2024
Q1 		$67.6K Buy
4,890
+1,297
+36% +$18.1K 0.03% 54
2023
Q4 		$53.8K Buy
3,593
+91
+3% +$1.37K 0.03% 60
2023
Q3 		$57.4K Buy
3,502
+146
+4% +$2.56K 0.04% 67
2023
Q2 		$58.1K Buy
+3,356
New +$53.4K 0.04% 68

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

Leading Edge Financial Planning's CIM Position: Q2 2026 in Review

Leading Edge Financial Planning opened a new position in Chimera Investment (CIM) in Q2 2026: 15,601 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings. This is a return to the name: Leading Edge Financial Planning previously reported a position in CIM as recently as Q1 2024.

Leading Edge Financial Planning first reported a position in CIM in Q2 2023 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • Leading Edge Financial Planning held 15,601 shares of Chimera Investment worth $208K as of Q2 2026.
  • Chimera Investment was a new Leading Edge Financial Planning position in Q2 2026.
  • Chimera Investment made up 0.04% of Leading Edge Financial Planning's portfolio in Q2 2026, its #73 holding.
  • Leading Edge Financial Planning first reported a position in Chimera Investment in Q2 2023 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.