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Essential Partners’s City Holding Co CHCO Stock Holding History

Essential Partners’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 		$5.01K Hold
36
– – ﹤0.01% 1505
2026
Q2 		$4.78K Buy
36
+32
+800% +$4.02K ﹤0.01% 1565
2026
Q1 		$478 Sell
4
-4
-50% -$488 ﹤0.01% 2447
2025
Q4 		$954 Buy
8
+1
+14% +$122 ﹤0.01% 2045
2025
Q3 		$867 Buy
7
+5
+250% +$627 ﹤0.01% 2062
2025
Q2 		$245 Buy
+2
New +$235 ﹤0.01% 1898

Other funds holding CHCO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
GAMMA Investing
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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's CHCO Position: Q3 2026 in Review

Essential Partners held its City Holding Co (CHCO) position steady in Q3 2026 at 36 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Essential Partners first reported a position in CHCO in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold CHCO as of Q3 2026.

  • Essential Partners held 36 shares of City Holding Co worth $5.01K as of Q3 2026.
  • Essential Partners left its City Holding Co share count unchanged in Q3 2026.
  • City Holding Co made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1505 holding.
  • Essential Partners first reported a position in City Holding Co in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held City Holding Co as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.