Root Financial Partners
CIM icon

Root Financial Partners’s Chimera Investment CIM Stock Holding History

Root Financial Partners’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
Q3 		$829 Buy
+87
New +$1.03K ﹤0.01% 3037
2026
Q2 		– Sell
-252
Closed -$3.16K – 937
2026
Q1 		$3.16K Buy
252
+197
+358% +$2.57K ﹤0.01% 2127
2025
Q4 		$684 Hold
55
– – ﹤0.01% 2169
2025
Q3 		$727 Buy
+55
New +$765 ﹤0.01% 2108

Other funds holding CIM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Root Financial Partners opened a new position in Chimera Investment (CIM) in Q3 2026: 87 shares worth $829. The stake represents ﹤0.01% of the portfolio and ranks #3037 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CIM as recently as Q1 2026.

Root Financial Partners first reported a position in CIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.16K in Q1 2026. 102 funds tracked by Wall St. Rank hold CIM as of Q3 2026.

  • Root Financial Partners held 87 shares of Chimera Investment worth $829 as of Q3 2026.
  • Chimera Investment was a new Root Financial Partners position in Q3 2026.
  • Chimera Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3037 holding.
  • Root Financial Partners first reported a position in Chimera Investment in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Chimera Investment position peaked at $3.16K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2026.

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