Position in CHMG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$362,908
-$24,846 QoQ
Shares Held
6,743
-3.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHMG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Forum Financial Management, LP holds $6,662,278 across 7 Banks - Regional names. CHMG ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSBC |
Old Second Bancorp Inc
|
205,661 | $4,146,125 | |
| 2 | FITB |
Fifth Third Bancorp
|
12,365 | $574,477 | |
| 3 | WTFC |
Wintrust Financial Corp
|
3,825 | $531,445 | |
| 4 | WAL |
Western Alliance Bancorporation
|
6,056 | $429,067 | |
| 5 | NFBK |
Northfield Bancorp, Inc.
|
30,120 | $407,824 | |
| 6 | CHMG |
Chemung Financial Corp
This page
|
6,743 | $362,908 | |
| 7 | USB |
US Bancorp De
|
4,046 | $210,432 |
All Filings in CHMG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,908 | 6,743 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $387,754 | 6,949 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $364,961 | 6,949 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $336,818 | 6,949 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $330,563 | 6,949 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $921,728 | 18,884 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $901,719 | 18,778 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $905,664 | 18,868 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $801,512 | 18,868 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $948,590 | 19,048 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $754,491 | 19,048 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $738,163 | 19,218 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $797,547 | 19,218 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,005,378 | 21,918 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $917,706 | 21,918 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,051,296 | 22,368 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,044,361 | 22,368 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,038,993 | 22,368 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||