Perigon Wealth Management
CHYM icon

Perigon Wealth Management’s Chime Financial CHYM Stock Holding History

Perigon Wealth Management’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
Q3 		$904K Sell
33,941
-23,196
-41% -$643K 0.01% 642
2026
Q2 		$1.17M Buy
57,137
+2,635
+5% +$51.1K 0.02% 541
2026
Q1 		$1.02M Hold
54,502
– – 0.02% 534
2025
Q4 		$1.37M Buy
+54,502
New +$1.16M 0.02% 457

Other funds holding CHYM

Galileo PTC
Galileo PTC Road Town, Tortola, British Virgin Islands $4.02B AUM 1.77% 1-Year Est. Return
General Atlantic
General Atlantic New York $2.48B AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Aspect Management
Aspect Management Palo Alto, California $251M AUM 32.08% 1-Year Est. Return
Menlo Ventures Management
Menlo Ventures Management Menlo Park, California $241M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Perigon Wealth Management's CHYM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Chime Financial (CHYM) stake by 41% in Q3 2026, selling an estimated $643K and leaving 33,941 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #642.

Perigon Wealth Management first reported a position in CHYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q4 2025. 276 funds tracked by Wall St. Rank hold CHYM as of Q3 2026.

  • Perigon Wealth Management held 33,941 shares of Chime Financial worth $904K as of Q3 2026.
  • Perigon Wealth Management sold 23,196 Chime Financial shares in Q3 2026, an estimated $643K.
  • Chime Financial made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #642 holding.
  • Perigon Wealth Management first reported a position in Chime Financial in Q4 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Chime Financial position peaked at $1.37M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.