Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s City Holding Co CHCO Stock Holding History

Envestnet Portfolio Solutions’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 		$389K Buy
2,934
+123
+4% +$15.4K ﹤0.01% 1081
2026
Q1 		$336K Sell
2,811
-311
-10% -$37.9K ﹤0.01% 1062
2025
Q4 		$372K Sell
3,122
-23
-0.7% -$2.8K ﹤0.01% 1176
2025
Q3 		$390K Sell
3,145
-173
-5% -$21.7K ﹤0.01% 1133
2025
Q2 		$406K Buy
+3,318
New +$389K ﹤0.01% 1195

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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
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

Envestnet Portfolio Solutions's CHCO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its City Holding Co (CHCO) stake by 4.4% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,934 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Envestnet Portfolio Solutions first reported a position in CHCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $406K in Q2 2025. 81 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,934 shares of City Holding Co worth $389K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 123 City Holding Co shares in Q2 2026, an estimated $15.4K.
  • City Holding Co made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1081 holding.
  • Envestnet Portfolio Solutions first reported a position in City Holding Co in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's City Holding Co position peaked at $406K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.