AWM
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Axxcess Wealth Management’s City Holding Co CHCO Stock Holding History

Axxcess Wealth Management’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 		$14.2M Buy
+106,738
New +$13.4M 0.23% 92
2026
Q1 		– Sell
-108,304
Closed -$12.9M – 483
2025
Q4 		$12.9M Sell
108,304
-311
-0.3% -$37.8K 0.22% 87
2025
Q3 		$13.5M Sell
108,615
-1,136
-1% -$143K 0.28% 72
2025
Q2 		$13.4M Buy
109,751
+485
+0.4% +$56.9K 0.31% 64
2025
Q1 		$12.8M Sell
109,266
-152
-0.1% -$17.9K 0.34% 64
2024
Q4 		$13M Buy
109,418
+885
+0.8% +$109K 0.31% 62
2024
Q3 		$12.7M Sell
108,533
-183
-0.2% -$21.2K 0.31% 63
2024
Q2 		$11.6M Sell
108,716
-21
-0% -$2.16K 0.31% 63
2024
Q1 		$11.3M Buy
108,737
+469
+0.4% +$48.4K 0.31% 66
2023
Q4 		$11.9M Buy
108,268
+92,276
+577% +$9.03M 0.35% 59
2023
Q3 		$1.44M Buy
15,992
+14
+0.1% +$1.3K 0.05% 249
2023
Q2 		$1.44M Buy
15,978
+3,318
+26% +$301K 0.1% 176
2023
Q1 		$1.15M Buy
12,660
+24
+0.2% +$2.27K 0.09% 206
2022
Q4 		$1.18M Sell
12,636
-5,148
-29% -$496K 0.1% 200
2022
Q3 		$1.58M Buy
17,784
+8,439
+90% +$722K 0.15% 136
2022
Q2 		$747K Hold
9,345
– – 0.07% 233
2022
Q1 		$735K Buy
9,345
+2,941
+46% +$236K 0.06% 278
2021
Q4 		$524K Buy
+6,404
New +$514K 0.04% 346

Other funds holding CHCO

CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Axxcess Wealth Management's CHCO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in City Holding Co (CHCO) in Q2 2026: 106,738 shares worth $14.2M. The stake represents 0.23% of the portfolio and ranks #92 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CHCO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CHCO in Q4 2021 and has held it in 18 quarters since. 75 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Axxcess Wealth Management held 106,738 shares of City Holding Co worth $14.2M as of Q2 2026.
  • City Holding Co was a new Axxcess Wealth Management position in Q2 2026.
  • City Holding Co made up 0.23% of Axxcess Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Axxcess Wealth Management first reported a position in City Holding Co in Q4 2021 and has held it in 18 quarters since.
  • 75 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.