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
2026 Q2	$224K	Buy	+3,010	New	+$202K	﹤0.01%	997
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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Modern Wealth Management's CHMG Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Chemung Financial Corp (CHMG) in Q2 2026: 3,010 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in CHMG as recently as Q3 2025.

Modern Wealth Management first reported a position in CHMG in Q2 2024 and has held it in 6 quarters since. The position peaked at $730K in Q3 2024. 103 funds tracked by Wall St. Rank hold CHMG as of Q2 2026.

Modern Wealth Management held 3,010 shares of Chemung Financial Corp worth $224K as of Q2 2026.
Chemung Financial Corp was a new Modern Wealth Management position in Q2 2026.
Chemung Financial Corp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #997 holding.
Modern Wealth Management first reported a position in Chemung Financial Corp in Q2 2024 and has held it in 6 quarters since.
Modern Wealth Management's Chemung Financial Corp position peaked at $730K in Q3 2024.
103 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.