Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Chemung Financial Corp CHMG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$86.7K Buy
1,610
+19
+1% +$1.08K ﹤0.01% 3392
2025
Q4 		$89K Sell
1,591
-39
-2% -$2.07K ﹤0.01% 3153
2025
Q3 		$86K Buy
1,630
+1,022
+168% +$53.3K ﹤0.01% 3099
2025
Q2 		$29K Sell
608
-13
-2% -$597 ﹤0.01% 3667
2025
Q1 		$30K Buy
621
+183
+42% +$8.97K ﹤0.01% 3379
2024
Q4 		$21K Buy
438
+56
+15% +$2.8K ﹤0.01% 3397
2024
Q3 		$18K Buy
382
+283
+286% +$13.2K ﹤0.01% 3418
2024
Q2 		$5K Buy
99
+97
+4,850% +$4.14K ﹤0.01% 3845
2024
Q1 		$0 Buy
+2
New +$90 ﹤0.01% 4352

Other funds holding CHMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHMG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chemung Financial Corp (CHMG) stake by 1.2% in Q1 2026, buying an estimated $1.08K and bringing the position to 1,610 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Carson Wealth (CWM LLC) first reported a position in CHMG in Q1 2024 and has held it in 9 quarters since. The position peaked at $89K in Q4 2025. 93 funds tracked by Wall St. Rank hold CHMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,610 shares of Chemung Financial Corp worth $86.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19 Chemung Financial Corp shares in Q1 2026, an estimated $1.08K.
  • Chemung Financial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3392 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chemung Financial Corp in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Chemung Financial Corp position peaked at $89K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.