Cerity Partners
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Cerity Partners’s City Holding Co CHCO Stock Holding History

Cerity Partners’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 		$976K Buy
7,362
+1,303
+22% +$164K ﹤0.01% 2021
2026
Q1 		$724K Sell
6,059
-4
-0.1% -$488 ﹤0.01% 2051
2025
Q4 		$723K Sell
6,063
-3
-0% -$365 ﹤0.01% 1870
2025
Q3 		$751K Sell
6,066
-274
-4% -$34.4K ﹤0.01% 1744
2025
Q2 		$776K Sell
6,340
-27
-0.4% -$3.17K ﹤0.01% 1640
2025
Q1 		$748K Sell
6,367
-190
-3% -$22.4K ﹤0.01% 1560
2024
Q4 		$776K Sell
6,557
-929
-12% -$115K ﹤0.01% 1531
2024
Q3 		$879K Buy
7,486
+469
+7% +$54.3K ﹤0.01% 1469
2024
Q2 		$746K Sell
7,017
-123
-2% -$12.6K ﹤0.01% 1360
2024
Q1 		$744K Sell
7,140
-99
-1% -$10.2K ﹤0.01% 1418
2023
Q4 		$799K Buy
7,239
+230
+3% +$22.5K ﹤0.01% 1066
2023
Q3 		$633K Sell
7,009
-4,551
-39% -$422K ﹤0.01% 887
2023
Q2 		$1.04M Buy
11,560
+4,440
+62% +$403K ﹤0.01% 916
2023
Q1 		$634K Buy
7,120
+50
+0.7% +$4.73K ﹤0.01% 1180
2022
Q4 		$659K Buy
7,070
+36
+0.5% +$3.47K ﹤0.01% 826
2022
Q3 		$623K Hold
7,034
– – 0.01% 633
2022
Q2 		$561K Buy
+7,034
New +$556K 0.01% 713

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

Cerity Partners's CHCO Position: Q2 2026 in Review

Cerity Partners increased its City Holding Co (CHCO) stake by 22% in Q2 2026, buying an estimated $164K and bringing the position to 7,362 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Cerity Partners first reported a position in CHCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q2 2023. 240 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Cerity Partners held 7,362 shares of City Holding Co worth $976K as of Q2 2026.
  • Cerity Partners bought 1,303 City Holding Co shares in Q2 2026, an estimated $164K.
  • City Holding Co made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2021 holding.
  • Cerity Partners first reported a position in City Holding Co in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's City Holding Co position peaked at $1.04M in Q2 2023.
  • 240 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.