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Bright Futures Wealth Management’s Chemung Financial Corp CHMG Stock Holding History

Bright Futures Wealth Management’s Portfolio CHMG Stock Details CHMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,310
Closed -$232K – 214
2026
Q1 		$232K Hold
4,310
– – 0.16% 161
2025
Q4 		$240K Hold
4,310
– – 0.18% 130
2025
Q3 		$226K Buy
+4,310
New +$225K 0.18% 129
2025
Q1 		– Sell
-4,310
Closed -$233K – 111
2024
Q4 		$233K Hold
4,310
– – 0.21% 109
2024
Q3 		$205K Hold
4,310
– – 0.1% 211
2024
Q2 		$200K Buy
+4,310
New +$184K 0.11% 199

Other funds holding CHMG

CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bright Futures Wealth Management's CHMG Position: Q2 2026 in Review

Bright Futures Wealth Management sold out of Chemung Financial Corp (CHMG) in Q2 2026, closing a stake of 4,310 shares — an estimated $232K sold.

Bright Futures Wealth Management first reported a position in CHMG in Q2 2024 and held it in 6 quarters. The position peaked at $240K in Q4 2025. 15 funds tracked by Wall St. Rank hold CHMG as of Q2 2026.

  • Bright Futures Wealth Management reported no remaining Chemung Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,310 Chemung Financial Corp shares in Q2 2026, an estimated $232K.
  • Bright Futures Wealth Management first reported a position in Chemung Financial Corp in Q2 2024 and held it in 6 quarters.
  • Bright Futures Wealth Management's Chemung Financial Corp position peaked at $240K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.