Valicenti Advisory Services’s Chemung Financial Corp CHMG Stock Holding History

Valicenti Advisory Services’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	$317K	Buy	3,916 +186	+5%	+$15K	0.06%	75
2026 Q2	$278K	Hold	3,730	–	–	0.05%	77
2026 Q1	$201K	Hold	3,730	–	–	0.04%	84
2025 Q4	$208K	Buy	+3,730	New	+$198K	0.04%	79
2024 Q2	–	Sell	-8,830	Closed	-$375K	–	77
2024 Q1	$375K	Buy	+8,830	New	+$396K	0.1%	73

Other funds holding CHMG

Chemung Canal Trust Elmira, New York $547M AUM 26.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valicenti Advisory Services's CHMG Position: Q3 2026 in Review

Valicenti Advisory Services increased its Chemung Financial Corp (CHMG) stake by 5% in Q3 2026, buying an estimated $15K and bringing the position to 3,916 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #75.

Valicenti Advisory Services first reported a position in CHMG in Q1 2024 and has held it in 5 quarters since. The position peaked at $375K in Q1 2024. 34 funds tracked by Wall St. Rank hold CHMG as of Q3 2026.

Valicenti Advisory Services held 3,916 shares of Chemung Financial Corp worth $317K as of Q3 2026.
Valicenti Advisory Services bought 186 Chemung Financial Corp shares in Q3 2026, an estimated $15K.
Chemung Financial Corp made up 0.06% of Valicenti Advisory Services's portfolio in Q3 2026, its #75 holding.
Valicenti Advisory Services first reported a position in Chemung Financial Corp in Q1 2024 and has held it in 5 quarters since.
Valicenti Advisory Services's Chemung Financial Corp position peaked at $375K in Q1 2024.
34 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q3 2026.

Based on Valicenti Advisory Services's 13F filing for Q3 2026, filed 23 Oct 2026.