Root Financial Partners
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Root Financial Partners’s Chime Financial CHYM Stock Holding History

Root Financial Partners’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 		$70.2K Buy
+2,636
New +$73K ﹤0.01% 913

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BlackRock
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Vanguard Capital Management
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Vanguard Portfolio Management
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Aspect Management
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Menlo Ventures Management
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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

Root Financial Partners's CHYM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chime Financial (CHYM) in Q3 2026: 2,636 shares worth $70.2K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings.

276 funds tracked by Wall St. Rank hold CHYM as of Q3 2026.

  • Root Financial Partners held 2,636 shares of Chime Financial worth $70.2K as of Q3 2026.
  • Chime Financial was a new Root Financial Partners position in Q3 2026.
  • Chime Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #913 holding.
  • 276 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.