CA
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Continuum Advisory’s City Holding Co CHCO Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-26
Closed -$3.05K – 601
2025
Q1 		$3.05K Buy
26
+3
+13% +$354 ﹤0.01% 1217
2024
Q4 		$2.73K Hold
23
– – ﹤0.01% 1323
2024
Q3 		$3.01K Sell
23
-1
-4% -$116 ﹤0.01% 1301
2024
Q2 		$2.55K Hold
24
– – ﹤0.01% 1236
2024
Q1 		$2.54K Buy
+24
New +$2.48K ﹤0.01% 1235

Other funds holding CHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory's CHCO Position: Q2 2025 in Review

Continuum Advisory sold out of City Holding Co (CHCO) in Q2 2025, closing a stake of 26 shares — an estimated $3.05K sold.

Continuum Advisory first reported a position in CHCO in Q1 2024 and held it in 5 quarters. The position peaked at $3.05K in Q1 2025. 224 funds tracked by Wall St. Rank hold CHCO as of Q2 2025.

  • Continuum Advisory reported no remaining City Holding Co position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 26 City Holding Co shares in Q2 2025, an estimated $3.05K.
  • Continuum Advisory first reported a position in City Holding Co in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's City Holding Co position peaked at $3.05K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held City Holding Co as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.