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True Wealth Design’s Chemung Financial Corp CHMG Stock Holding History

True Wealth Design’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 		$448 Hold
6
– – ﹤0.01% 2235
2026
Q1 		$323 Hold
6
– – ﹤0.01% 2201
2025
Q4 		$335 Hold
6
– – ﹤0.01% 2087
2025
Q3 		$316 Buy
+6
New +$313 ﹤0.01% 2162
2025
Q2 		– Sell
-14
Closed -$666 – 2624
2025
Q1 		$666 Sell
14
-6
-30% -$294 ﹤0.01% 1440
2024
Q4 		$977 Buy
20
+12
+150% +$600 ﹤0.01% 947
2024
Q3 		$385 Buy
+8
New +$374 ﹤0.01% 1132

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

True Wealth Design's CHMG Position: Q2 2026 in Review

True Wealth Design held its Chemung Financial Corp (CHMG) position steady in Q2 2026 at 6 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

True Wealth Design first reported a position in CHMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $977 in Q4 2024. 103 funds tracked by Wall St. Rank hold CHMG as of Q2 2026.

  • True Wealth Design held 6 shares of Chemung Financial Corp worth $448 as of Q2 2026.
  • True Wealth Design left its Chemung Financial Corp share count unchanged in Q2 2026.
  • Chemung Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2235 holding.
  • True Wealth Design first reported a position in Chemung Financial Corp in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Chemung Financial Corp position peaked at $977 in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.