CI
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CX Institutional’s Choice Hotels CHH Stock Holding History

CX Institutional’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1K Hold
11
– – ﹤0.01% 1599
2026
Q2 		$1K Hold
11
– – ﹤0.01% 1509
2026
Q1 		$1K Hold
11
– – ﹤0.01% 1488
2025
Q4 		$1K Buy
+11
New +$1.05K ﹤0.01% 1436

Other funds holding CHH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's CHH Position: Q3 2026 in Review

CX Institutional held its Choice Hotels (CHH) position steady in Q3 2026 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

CX Institutional first reported a position in CHH in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold CHH as of Q3 2026.

  • CX Institutional held 11 shares of Choice Hotels worth $1K as of Q3 2026.
  • CX Institutional left its Choice Hotels share count unchanged in Q3 2026.
  • Choice Hotels made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1599 holding.
  • CX Institutional first reported a position in Choice Hotels in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.