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Bare Financial Services’s City Holding Co CHCO Stock Holding History

Bare Financial Services’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 		$2.25K Buy
17
+4
+31% +$502 ﹤0.01% 1103
2026
Q1 		$1.55K Buy
13
+4
+44% +$488 ﹤0.01% 1070
2025
Q4 		$1.07K Buy
9
+5
+125% +$608 ﹤0.01% 1102
2025
Q3 		$495 Buy
+4
New +$502 ﹤0.01% 1297

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

Bare Financial Services's CHCO Position: Q2 2026 in Review

Bare Financial Services increased its City Holding Co (CHCO) stake by 31% in Q2 2026, buying an estimated $502 and bringing the position to 17 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Bare Financial Services first reported a position in CHCO in Q3 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Bare Financial Services held 17 shares of City Holding Co worth $2.25K as of Q2 2026.
  • Bare Financial Services bought 4 City Holding Co shares in Q2 2026, an estimated $502.
  • City Holding Co made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1103 holding.
  • Bare Financial Services first reported a position in City Holding Co in Q3 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.