Creative Planning’s Chemung Financial Corp CHMG Stock Holding History

Creative Planning’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 Q3	$535K	Buy	+6,618	New	+$534K	﹤0.01%	3233
2021 Q3	–	Sell	-5,814	Closed	-$258K	–	2131
2021 Q2	$258K	Buy	+5,814	New	+$254K	﹤0.01%	1642
2017 Q3	–	Sell	-602	Closed	-$25K	–	2195
2017 Q2	$25K	Hold	602	–	–	﹤0.01%	3017
2017 Q1	$24K	Buy	+602	New	+$21.7K	﹤0.01%	2998

Other funds holding CHMG

Chemung Canal Trust Elmira, New York $547M AUM 26.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning's CHMG Position: Q3 2026 in Review

Creative Planning opened a new position in Chemung Financial Corp (CHMG) in Q3 2026: 6,618 shares worth $535K. The stake represents ﹤0.01% of the portfolio and ranks #3233 among its holdings. This is a return to the name: Creative Planning previously reported a position in CHMG as recently as Q2 2021.

Creative Planning first reported a position in CHMG in Q1 2017 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold CHMG as of Q3 2026.

Creative Planning held 6,618 shares of Chemung Financial Corp worth $535K as of Q3 2026.
Chemung Financial Corp was a new Creative Planning position in Q3 2026.
Chemung Financial Corp made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3233 holding.
Creative Planning first reported a position in Chemung Financial Corp in Q1 2017 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.