Dupree Financial Group’s City Holding Co CHCO Stock Holding History

Dupree Financial Group’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 Q3	$355K	Buy	2,551 +950	+59%	+$135K	0.13%	64
2026 Q2	$212K	Buy	+1,601	New	+$201K	0.08%	79
2026 Q1	–	Sell	-2,971	Closed	-$354K	–	73
2025 Q4	$354K	Sell	2,971 -500	-14%	-$60.8K	0.13%	62
2025 Q3	$430K	Buy	+3,471	New	+$435K	0.16%	50
2025 Q2	–	Sell	-10,566	Closed	-$1.24M	–	70
2025 Q1	$1.24M	Hold	10,566	–	–	0.5%	39
2024 Q4	$1.25M	Hold	10,566	–	–	0.57%	33
2024 Q3	$1.24M	Hold	10,566	–	–	0.5%	38
2024 Q2	$1.12M	Hold	10,566	–	–	0.51%	33
2024 Q1	$1.1M	Hold	10,566	–	–	0.49%	30
2023 Q4	$1.17M	Buy	+10,566	New	+$1.03M	0.57%	27

Other funds holding CHCO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Dupree Financial Group's CHCO Position: Q3 2026 in Review

Dupree Financial Group increased its City Holding Co (CHCO) stake by 59% in Q3 2026, buying an estimated $135K and bringing the position to 2,551 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #64.

Dupree Financial Group first reported a position in CHCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2024. 13 funds tracked by Wall St. Rank hold CHCO as of Q3 2026.

Dupree Financial Group held 2,551 shares of City Holding Co worth $355K as of Q3 2026.
Dupree Financial Group bought 950 City Holding Co shares in Q3 2026, an estimated $135K.
City Holding Co made up 0.13% of Dupree Financial Group's portfolio in Q3 2026, its #64 holding.
Dupree Financial Group first reported a position in City Holding Co in Q4 2023 and has held it in 10 quarters since.
Dupree Financial Group's City Holding Co position peaked at $1.25M in Q4 2024.
13 funds tracked by Wall St. Rank held City Holding Co as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.