IFP Advisors, Inc CHMG — CHEMUNG FINL CORP

Ownership history in IFP Advisors, Inc  ·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported CHEMUNG FINL CORP (CHMG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows CHMG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in CHEMUNG FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CHMG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHMG stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held CHMG — position size vs. price
% of Fund (quarterly)    CHMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 39 +13 +50.0% 0.00% $3K 2026-07-20 $77.04
2026 Q1 UNCHANGED — — — 26 — 0% 0.00% $1K 2026-04-13 $58.89
2025 Q4 ADDED — — — 26 +9 +52.9% 0.00% $1K 2026-02-06 $63.67
2025 Q3 ADDED — — — 17 +5 +41.7% 0.00% $894 2025-12-02 $51.42
2025 Q2 ADDED — — — 12 +11 +1100.0% 0.00% $677 2025-07-24 $51.59
2025 Q1 INITIATED — — — 1 — — 0.00% $48 2025-05-05 $44.83

🏢 Other funds also holding CHMG

As of 2026 Q2 — sorted by position size

CHEMUNG CANAL TRUST CO 3Y 7Y 3.92% VALICENTI ADVISORY SERVICES INC 3Y 7Y 0.05% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% Blue Trust, Inc. 3Y 0.0% Fortitude Family Office, LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About IFP Advisors, Inc and CHMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning CHMG?

IFP Advisors, Inc reported CHMG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CHMG position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for CHMG was 0.00% in 2026 Q2.

What is the latest reported CHMG position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 39 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CHMG ownership page compare?

The chart compares IFP Advisors, Inc's quarterly CHMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFP Advisors, Inc time their CHMG position?

Based on 13F filing dates vs. subsequent CHMG price moves, IFP Advisors, Inc correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CHMG relative to SPY over the holding period was +23.2%.

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