Superior Planning, LLC’s City Holding Co CHCO Stock Holding History

Superior Planning, LLC’s Portfolio CHCO Stock Details CHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.64K	Buy	+19	New	+$2.69K	﹤0.01%	1465

Other funds holding CHCO

State Street Boston, Massachusetts $3.44T AUM 36.12% 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

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Superior Planning, LLC's CHCO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in City Holding Co (CHCO) in Q3 2026: 19 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings.

165 funds tracked by Wall St. Rank hold CHCO as of Q3 2026.

Superior Planning, LLC held 19 shares of City Holding Co worth $2.64K as of Q3 2026.
City Holding Co was a new Superior Planning, LLC position in Q3 2026.
City Holding Co made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1465 holding.
165 funds tracked by Wall St. Rank held City Holding Co as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.