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Modern Wealth Management’s Chemung Financial Corp CHMG Stock Holding History

Modern 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
2025
Q4 		– Sell
-6,654
Closed -$349K – 851
2025
Q3 		$349K Buy
6,654
+2,405
+57% +$125K 0.01% 598
2025
Q2 		$206K Sell
4,249
-1,852
-30% -$85K 0.01% 739
2025
Q1 		$290K Buy
+6,101
New +$299K 0.01% 533
2024
Q4 		– Sell
-15,209
Closed -$730K – 582
2024
Q3 		$730K Buy
15,209
+7,628
+101% +$357K 0.04% 199
2024
Q2 		$364K Buy
+7,581
New +$324K 0.03% 267

Other funds holding CHMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $332M AUM 17.89% 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 $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Modern Wealth Management's CHMG Position: Q4 2025 in Review

Modern Wealth Management sold out of Chemung Financial Corp (CHMG) in Q4 2025, closing a stake of 6,654 shares — an estimated $349K sold.

Modern Wealth Management first reported a position in CHMG in Q2 2024 and held it in 5 quarters. The position peaked at $730K in Q3 2024. 90 funds tracked by Wall St. Rank hold CHMG as of Q4 2025.

  • Modern Wealth Management reported no remaining Chemung Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 6,654 Chemung Financial Corp shares in Q4 2025, an estimated $349K.
  • Modern Wealth Management first reported a position in Chemung Financial Corp in Q2 2024 and held it in 5 quarters.
  • Modern Wealth Management's Chemung Financial Corp position peaked at $730K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.