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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Root Financial Partners's CIM Position: Q2 2026 in Review

Root Financial Partners sold out of Chimera Investment (CIM) in Q2 2026, closing a stake of 252 shares — an estimated $3.16K sold.

Root Financial Partners first reported a position in CIM in Q3 2025 and held it in 3 quarters. The position peaked at $3.16K in Q1 2026. 197 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • Root Financial Partners reported no remaining Chimera Investment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 252 Chimera Investment shares in Q2 2026, an estimated $3.16K.
  • Root Financial Partners first reported a position in Chimera Investment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chimera Investment position peaked at $3.16K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.