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Clearstead Advisors’s Chemung Financial Corp CHMG Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-5
Closed -$263 – 2835
2025
Q3 		$263 Buy
5
+4
+400% +$209 ﹤0.01% 2824
2025
Q2 		$49 Buy
+1
New +$46 ﹤0.01% 2672

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 $4.97B AUM 44.96% 1-Year Est. Return

Clearstead Advisors's CHMG Position: Q4 2025 in Review

Clearstead Advisors sold out of Chemung Financial Corp (CHMG) in Q4 2025, closing a stake of 5 shares — an estimated $263 sold.

Clearstead Advisors first reported a position in CHMG in Q2 2025 and held it in 2 quarters. The position peaked at $263 in Q3 2025. 90 funds tracked by Wall St. Rank hold CHMG as of Q4 2025.

  • Clearstead Advisors reported no remaining Chemung Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 5 Chemung Financial Corp shares in Q4 2025, an estimated $263.
  • Clearstead Advisors first reported a position in Chemung Financial Corp in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Chemung Financial Corp position peaked at $263 in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.