SageView Advisory Group’s Chime Financial CHYM Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-125	Closed	-$3.15K	–	2594
2025 Q4	$3.15K	Buy	+125	New	+$2.65K	﹤0.01%	2099

Other funds holding CHYM

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

MVM

Menlo Ventures Management Menlo Park, California $357M AUM

Aspect Management Palo Alto, California $244M AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SageView Advisory Group's CHYM Position: Q1 2026 in Review

SageView Advisory Group sold out of Chime Financial (CHYM) in Q1 2026, closing a stake of 125 shares — an estimated $3.15K sold.

SageView Advisory Group first reported a position in CHYM in Q4 2025 and held it in 1 quarter. The position peaked at $3.15K in Q4 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

SageView Advisory Group reported no remaining Chime Financial position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 125 Chime Financial shares in Q1 2026, an estimated $3.15K.
SageView Advisory Group first reported a position in Chime Financial in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Chime Financial position peaked at $3.15K in Q4 2025.
216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.