PWM
CHYM

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
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

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
GA
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

Perigon Wealth Management's CHYM Position: Q2 2026 in Review

Perigon Wealth Management increased its Chime Financial (CHYM) stake by 4.8% in Q2 2026, buying an estimated $51.1K and bringing the position to 57,137 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #541.

Perigon Wealth Management first reported a position in CHYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2025. 270 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Perigon Wealth Management held 57,137 shares of Chime Financial worth $1.17M as of Q2 2026.
  • Perigon Wealth Management bought 2,635 Chime Financial shares in Q2 2026, an estimated $51.1K.
  • Chime Financial made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Perigon Wealth Management first reported a position in Chime Financial in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Chime Financial position peaked at $1.37M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.