RFP
CIM

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Root Financial Partners's CIM Position: Q1 2026 in Review

Root Financial Partners increased its Chimera Investment (CIM) stake by 358% in Q1 2026, buying an estimated $2.57K and bringing the position to 252 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Root Financial Partners first reported a position in CIM in Q3 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold CIM as of Q1 2026.

  • Root Financial Partners held 252 shares of Chimera Investment worth $3.16K as of Q1 2026.
  • Root Financial Partners bought 197 Chimera Investment shares in Q1 2026, an estimated $2.57K.
  • Chimera Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2127 holding.
  • Root Financial Partners first reported a position in Chimera Investment in Q3 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.