U.S. Capital Wealth Advisors’s Chime Financial CHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.07M Sell
110,609
-5,941
-5% -$135K 0.05% 346
2025
Q4
$2.93M Buy
116,550
+35,100
+43% +$746K 0.08% 261
2025
Q3
$1.64M Buy
81,450
+75,200
+1,203% +$2.14M 0.04% 375
2025
Q2
$216K Buy
+6,250
New +$206K 0.01% 820

Other funds holding CHYM

U.S. Capital Wealth Advisors's CHYM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Chime Financial (CHYM) stake by 5.1% in Q1 2026, selling an estimated $135K and leaving 110,609 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #346.

U.S. Capital Wealth Advisors first reported a position in CHYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.93M in Q4 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 110,609 shares of Chime Financial worth $2.07M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 5,941 Chime Financial shares in Q1 2026, an estimated $135K.
  • Chime Financial made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #346 holding.
  • U.S. Capital Wealth Advisors first reported a position in Chime Financial in Q2 2025 and has held it in 4 quarters since.
  • U.S. Capital Wealth Advisors's Chime Financial position peaked at $2.93M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.