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 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

CHC

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMG

Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dupree Financial Group's CHCO Position: Q2 2026 in Review

Dupree Financial Group opened a new position in City Holding Co (CHCO) in Q2 2026: 1,601 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings. This is a return to the name: Dupree Financial Group previously reported a position in CHCO as recently as Q4 2025.

Dupree Financial Group first reported a position in CHCO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.25M in Q4 2024. 75 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

Dupree Financial Group held 1,601 shares of City Holding Co worth $212K as of Q2 2026.
City Holding Co was a new Dupree Financial Group position in Q2 2026.
City Holding Co made up 0.08% of Dupree Financial Group's portfolio in Q2 2026, its #79 holding.
Dupree Financial Group first reported a position in City Holding Co in Q4 2023 and has held it in 9 quarters since.
Dupree Financial Group's City Holding Co position peaked at $1.25M in Q4 2024.
75 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.