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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
Q2 		– Sell
-1
Closed -$54 – 924
2026
Q1 		$54 Buy
+1
New +$57 ﹤0.01% 3369

Other funds holding CHMG

BlackRock
BlackRock New York $6.73T 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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Root Financial Partners's CHMG Position: Q2 2026 in Review

Root Financial Partners sold out of Chemung Financial Corp (CHMG) in Q2 2026, closing a stake of 1 share — an estimated $54 sold.

Root Financial Partners first reported a position in CHMG in Q1 2026 and held it in 1 quarter. The position peaked at $54 in Q1 2026. 102 funds tracked by Wall St. Rank hold CHMG as of Q2 2026.

  • Root Financial Partners reported no remaining Chemung Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Chemung Financial Corp share in Q2 2026, an estimated $54.
  • Root Financial Partners first reported a position in Chemung Financial Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Chemung Financial Corp position peaked at $54 in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.