Clearstead Trust’s City Holding Co CHCO Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-9	Closed	-$1.11K	–	1107
2025 Q3	$1.11K	Hold	9	–	–	﹤0.01%	1185
2025 Q2	$1.1K	Buy	+9	New	+$1.06K	﹤0.01%	1129

Other funds holding CHCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

CHC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Trust's CHCO Position: Q4 2025 in Review

Clearstead Trust sold out of City Holding Co (CHCO) in Q4 2025, closing a stake of 9 shares — an estimated $1.11K sold.

Clearstead Trust first reported a position in CHCO in Q2 2025 and held it in 2 quarters. The position peaked at $1.11K in Q3 2025. 233 funds tracked by Wall St. Rank hold CHCO as of Q4 2025.

Clearstead Trust reported no remaining City Holding Co position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 9 City Holding Co shares in Q4 2025, an estimated $1.11K.
Clearstead Trust first reported a position in City Holding Co in Q2 2025 and held it in 2 quarters.
Clearstead Trust's City Holding Co position peaked at $1.11K in Q3 2025.
233 funds tracked by Wall St. Rank held City Holding Co as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.