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 Q1	$54	Buy	+1	New	+$57	﹤0.01%	3369

Other funds holding CHMG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Root Financial Partners's CHMG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Chemung Financial Corp (CHMG) in Q1 2026: 1 share worth $54. The stake represents ﹤0.01% of the portfolio and ranks #3369 among its holdings.

93 funds tracked by Wall St. Rank hold CHMG as of Q1 2026.

Root Financial Partners held 1 share of Chemung Financial Corp worth $54 as of Q1 2026.
Chemung Financial Corp was a new Root Financial Partners position in Q1 2026.
Chemung Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3369 holding.
93 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.