SFA
CHYM

Sequoia Financial Advisors’s Chime Financial CHYM Stock Holding History

Sequoia Financial Advisors’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
Q2 		$659K Sell
32,156
-7,386
-19% -$143K ﹤0.01% 1152
2026
Q1 		$741K Sell
39,542
-2,840
-7% -$64.4K ﹤0.01% 1040
2025
Q4 		$1.07M Buy
+42,382
New +$900K 0.01% 855

Other funds holding CHYM

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sequoia Financial Advisors's CHYM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Chime Financial (CHYM) stake by 19% in Q2 2026, selling an estimated $143K and leaving 32,156 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Sequoia Financial Advisors first reported a position in CHYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 15 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Sequoia Financial Advisors held 32,156 shares of Chime Financial worth $659K as of Q2 2026.
  • Sequoia Financial Advisors sold 7,386 Chime Financial shares in Q2 2026, an estimated $143K.
  • Chime Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1152 holding.
  • Sequoia Financial Advisors first reported a position in Chime Financial in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Chime Financial position peaked at $1.07M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.