SPAS
CHYM

Spectrum Planning & Advisory Services’s Chime Financial CHYM Stock Holding History

Spectrum Planning & Advisory Services’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 		$205K Buy
+10,000
New +$194K 0.09% 113

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spectrum Planning & Advisory Services's CHYM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Chime Financial (CHYM) in Q2 2026: 10,000 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings.

15 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Spectrum Planning & Advisory Services held 10,000 shares of Chime Financial worth $205K as of Q2 2026.
  • Chime Financial was a new Spectrum Planning & Advisory Services position in Q2 2026.
  • Chime Financial made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #113 holding.
  • 15 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.