EverSource Wealth Advisors’s City Holding Co CHCO Stock Holding History

EverSource Wealth Advisors’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	$18.7K	Sell	141 -244	-63%	-$30.6K	﹤0.01%	2480
2026 Q1	$46K	Sell	385 -21	-5%	-$2.56K	﹤0.01%	1956
2025 Q4	$48.4K	Sell	406 -30	-7%	-$3.65K	﹤0.01%	1772
2025 Q3	$54K	Buy	436 +8	+2%	+$1K	﹤0.01%	1660
2025 Q2	$52.4K	Buy	428 +352	+463%	+$41.3K	﹤0.01%	1586
2025 Q1	$8.93K	Buy	76 +24	+46%	+$2.83K	﹤0.01%	2165
2024 Q4	$6.16K	Buy	52 +7	+16%	+$865	﹤0.01%	2250
2024 Q3	$5.28K	Hold	45	–	–	﹤0.01%	2204
2024 Q2	$5.49K	Hold	45	–	–	﹤0.01%	2192
2024 Q1	$4.55K	Hold	45	–	–	﹤0.01%	2092
2023 Q4	$4.96K	Hold	45	–	–	﹤0.01%	1863
2023 Q3	$4.07K	Hold	45	–	–	﹤0.01%	1787
2023 Q2	$4.05K	Sell	45 -65	-59%	-$5.9K	﹤0.01%	1816
2023 Q1	$10K	Buy	110 +65	+144%	+$6.15K	﹤0.01%	1355
2022 Q4	$4.19K	Hold	45	–	–	﹤0.01%	1674
2022 Q3	$4K	Hold	45	–	–	﹤0.01%	1420
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	1312
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	1317
2021 Q4	$4K	Buy	+45	New	+$3.61K	﹤0.01%	1313

Other funds holding CHCO

CHC

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

EverSource Wealth Advisors's CHCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its City Holding Co (CHCO) stake by 63% in Q2 2026, selling an estimated $30.6K and leaving 141 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

EverSource Wealth Advisors first reported a position in CHCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $54K in Q3 2025. 94 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

EverSource Wealth Advisors held 141 shares of City Holding Co worth $18.7K as of Q2 2026.
EverSource Wealth Advisors sold 244 City Holding Co shares in Q2 2026, an estimated $30.6K.
City Holding Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2480 holding.
EverSource Wealth Advisors first reported a position in City Holding Co in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's City Holding Co position peaked at $54K in Q3 2025.
94 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.