Position in CHMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$224,485
-$124,983 QoQ
Shares Held
3,010
-54.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 103 holders
Holding Since
Jun 2024
6 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 Jun 30, 2026Modern Wealth Management, LLC holds $16,740,525 across 21 Banks - Regional names. CHMG ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
100,791 | $5,198,799 | |
| 2 | USB |
US Bancorp \De\
|
39,614 | $2,392,683 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,095 | $1,254,487 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
17,687 | $1,021,423 | |
| 5 | TFC |
Truist Financial Corp
|
16,605 | $827,260 | |
| 6 | FITB |
Fifth Third Bancorp
|
12,601 | $710,317 | |
| 7 | SSB |
SouthState Bank Corp
|
6,344 | $633,763 | |
| 8 | RF |
Regions Financial Corp
|
20,023 | $604,693 |
All Filings in CHMG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,485 | 3,010 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $349,468 | 6,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,949 | 4,249 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $290,224 | 6,101 | Shares | Sole | 2025-06-02 | |
| 2024-09-30 | $730,336 | 15,209 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $363,888 | 7,581 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||