Root Financial Partners
CHMG icon

Root Financial Partners’s Chemung Financial Corp CHMG Stock Holding History

Root Financial Partners’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 		$566 Buy
+7
New +$565 ﹤0.01% 3183
2026
Q2 		– Sell
-1
Closed -$54 – 924
2026
Q1 		$54 Buy
+1
New +$57 ﹤0.01% 3369

Other funds holding CHMG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Chemung Canal Trust
Chemung Canal Trust Elmira, New York $547M AUM 26.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Root Financial Partners's CHMG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chemung Financial Corp (CHMG) in Q3 2026: 7 shares worth $566. The stake represents ﹤0.01% of the portfolio and ranks #3183 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHMG as recently as Q1 2026.

Root Financial Partners first reported a position in CHMG in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold CHMG as of Q3 2026.

  • Root Financial Partners held 7 shares of Chemung Financial Corp worth $566 as of Q3 2026.
  • Chemung Financial Corp was a new Root Financial Partners position in Q3 2026.
  • Chemung Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3183 holding.
  • Root Financial Partners first reported a position in Chemung Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.