TPWA
CHYM

Twin Peaks Wealth Advisors’s Chime Financial CHYM Stock Holding History

Twin Peaks Wealth 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 		– Sell
-2,154
Closed -$40.3K – 2348
2026
Q1 		$40.3K Buy
+2,154
New +$48.8K 0.01% 481

Other funds holding CHYM

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $357M AUM
AM
Aspect Management Palo Alto, California $244M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FVM
Forerunner Ventures Management San Francisco, California $164M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's CHYM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Chime Financial (CHYM) in Q2 2026, closing a stake of 2,154 shares — an estimated $40.3K sold.

Twin Peaks Wealth Advisors first reported a position in CHYM in Q1 2026 and held it in 1 quarter. The position peaked at $40.3K in Q1 2026. 270 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Chime Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2,154 Chime Financial shares in Q2 2026, an estimated $40.3K.
  • Twin Peaks Wealth Advisors first reported a position in Chime Financial in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Chime Financial position peaked at $40.3K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.