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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
Q3 		$266K Hold
10,000
– – 0.11% 113
2026
Q2 		$205K Buy
+10,000
New +$194K 0.09% 113

Other funds holding CHYM

Menlo Ventures Management
Menlo Ventures Management Menlo Park, California $241M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
HIIL
HS Investments III Ltd St. Peter Port $24.5M AUM 32.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Spectrum Planning & Advisory Services's CHYM Position: Q3 2026 in Review

Spectrum Planning & Advisory Services held its Chime Financial (CHYM) position steady in Q3 2026 at 10,000 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #113.

Spectrum Planning & Advisory Services first reported a position in CHYM in Q2 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold CHYM as of Q3 2026.

  • Spectrum Planning & Advisory Services held 10,000 shares of Chime Financial worth $266K as of Q3 2026.
  • Spectrum Planning & Advisory Services left its Chime Financial share count unchanged in Q3 2026.
  • Chime Financial made up 0.11% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #113 holding.
  • Spectrum Planning & Advisory Services first reported a position in Chime Financial in Q2 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Chime Financial as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.