Covestor’s City Holding Co CHCO Stock Holding History

Covestor’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	$1K	Buy	9 +4	+80%	+$502	﹤0.01%	2084
2026 Q1	$1K	Hold	5	–	–	﹤0.01%	1994
2025 Q4	$1K	Buy	5 +1	+25%	+$122	﹤0.01%	2006
2025 Q3	$1K	Sell	4 -4	-50%	-$502	﹤0.01%	2030
2025 Q2	$1K	Sell	8 -3	-27%	-$352	﹤0.01%	1948
2025 Q1	$1K	Sell	11 -3	-21%	-$354	﹤0.01%	1937
2024 Q4	$2K	Buy	14 +6	+75%	+$742	﹤0.01%	1851
2024 Q3	$1K	Sell	8 -3	-27%	-$347	﹤0.01%	1916
2024 Q2	$1K	Buy	11 +8	+267%	+$822	﹤0.01%	1951
2024 Q1	$0	Sell	3 -2	-40%	-$206	﹤0.01%	2279
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	1937
2023 Q3	$1K	Sell	5 -2	-29%	-$186	﹤0.01%	1903
2023 Q2	$1K	Sell	7 -1	-13%	-$91	﹤0.01%	1917
2023 Q1	$1K	Buy	8 +1	+14%	+$95	﹤0.01%	1827
2022 Q4	$1K	Buy	7 +3	+75%	+$289	﹤0.01%	1843
2022 Q3	$0	Sell	4 -6	-60%	-$513	﹤0.01%	2045
2022 Q2	$1K	Buy	10 +1	+11%	+$79	﹤0.01%	1689
2022 Q1	$1K	Sell	9 -2	-18%	-$161	﹤0.01%	1755
2021 Q4	$1K	Buy	+11	New	+$882	﹤0.01%	1677

Other funds holding CHCO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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 San Francisco, California $751B AUM 38.74% 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

CHC

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Covestor's CHCO Position: Q2 2026 in Review

Covestor increased its City Holding Co (CHCO) stake by 80% in Q2 2026, buying an estimated $502 and bringing the position to 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Covestor first reported a position in CHCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q4 2024. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

Covestor held 9 shares of City Holding Co worth $1K as of Q2 2026.
Covestor bought 4 City Holding Co shares in Q2 2026, an estimated $502.
City Holding Co made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2084 holding.
Covestor first reported a position in City Holding Co in Q4 2021 and has held it in 19 quarters since.
Covestor's City Holding Co position peaked at $2K in Q4 2024.
252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.