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Forum Financial Management’s Chemung Financial Corp CHMG Stock Holding History

Forum Financial 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 		$503K Hold
6,743
– – 0.01% 209
2026
Q1 		$363K Sell
6,743
-206
-3% -$11.7K 0.01% 236
2025
Q4 		$388K Hold
6,949
– – 0.01% 616
2025
Q3 		$365K Hold
6,949
– – 0.01% 627
2025
Q2 		$337K Hold
6,949
– – 0.01% 605
2025
Q1 		$331K Sell
6,949
-11,935
-63% -$585K 0.01% 549
2024
Q4 		$922K Buy
18,884
+106
+0.6% +$5.3K 0.02% 218
2024
Q3 		$902K Sell
18,778
-90
-0.5% -$4.21K 0.02% 200
2024
Q2 		$906K Hold
18,868
– – 0.02% 188
2024
Q1 		$802K Sell
18,868
-180
-0.9% -$8.08K 0.01% 224
2023
Q4 		$949K Hold
19,048
– – 0.02% 173
2023
Q3 		$754K Sell
19,048
-170
-0.9% -$6.83K 0.02% 193
2023
Q2 		$738K Hold
19,218
– – 0.02% 205
2023
Q1 		$798K Sell
19,218
-2,700
-12% -$130K 0.02% 174
2022
Q4 		$1.01M Hold
21,918
– – 0.03% 134
2022
Q3 		$918K Sell
21,918
-450
-2% -$20.2K 0.04% 123
2022
Q2 		$1.05M Hold
22,368
– – 0.05% 120
2022
Q1 		$1.04M Hold
22,368
– – 0.05% 120
2021
Q4 		$1.04M Buy
+22,368
New +$1.03M 0.05% 122

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Forum Financial Management's CHMG Position: Q2 2026 in Review

Forum Financial Management held its Chemung Financial Corp (CHMG) position steady in Q2 2026 at 6,743 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #209.

Forum Financial Management first reported a position in CHMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q2 2022. 15 funds tracked by Wall St. Rank hold CHMG as of Q2 2026.

  • Forum Financial Management held 6,743 shares of Chemung Financial Corp worth $503K as of Q2 2026.
  • Forum Financial Management left its Chemung Financial Corp share count unchanged in Q2 2026.
  • Chemung Financial Corp made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #209 holding.
  • Forum Financial Management first reported a position in Chemung Financial Corp in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Chemung Financial Corp position peaked at $1.05M in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.