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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return