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Allworth Financial’s City Holding Co CHCO Stock Holding History

Allworth Financial’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
Q2 		$26.7K Buy
201
+150
+294% +$18.8K ﹤0.01% 2967
2026
Q1 		$6.1K Buy
51
+19
+59% +$2.32K ﹤0.01% 3837
2025
Q4 		$3.81K Buy
32
+13
+68% +$1.58K ﹤0.01% 3866
2025
Q3 		$2.35K Buy
19
+1
+6% +$125 ﹤0.01% 3926
2025
Q2 		$2.2K Hold
18
– – ﹤0.01% 3661
2025
Q1 		$2.14K Hold
18
– – ﹤0.01% 3190
2024
Q4 		$2.14K Hold
18
– – ﹤0.01% 3137
2024
Q3 		$2.11K Hold
18
– – ﹤0.01% 2945
2024
Q2 		$2.17K Hold
18
– – ﹤0.01% 2891
2024
Q1 		$1.88K Hold
18
– – ﹤0.01% 2829
2023
Q4 		$1.99K Buy
18
+11
+157% +$1.08K ﹤0.01% 2687
2023
Q3 		$633 Buy
+7
New +$650 ﹤0.01% 2986

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's CHCO Position: Q2 2026 in Review

Allworth Financial increased its City Holding Co (CHCO) stake by 294% in Q2 2026, buying an estimated $18.8K and bringing the position to 201 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Allworth Financial first reported a position in CHCO in Q3 2023 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Allworth Financial held 201 shares of City Holding Co worth $26.7K as of Q2 2026.
  • Allworth Financial bought 150 City Holding Co shares in Q2 2026, an estimated $18.8K.
  • City Holding Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2967 holding.
  • Allworth Financial first reported a position in City Holding Co in Q3 2023 and has held it in 12 quarters since.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.