HWM
CHCO icon

HB Wealth Management’s City Holding Co CHCO Stock Holding History

HB Wealth Management’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
Q1 		$259K Buy
2,170
+16
+0.7% +$1.95K ﹤0.01% 1308
2025
Q4 		$257K Buy
2,154
+27
+1% +$3.28K ﹤0.01% 1220
2025
Q3 		$263K Buy
+2,127
New +$267K ﹤0.01% 1134
2025
Q2 		– Sell
-2,390
Closed -$281K – 1187
2025
Q1 		$281K Sell
2,390
-270
-10% -$31.9K ﹤0.01% 1001
2024
Q4 		$315K Sell
2,660
-67
-2% -$8.28K ﹤0.01% 797
2024
Q3 		$320K Hold
2,727
– – ﹤0.01% 738
2024
Q2 		$290K Hold
2,727
– – ﹤0.01% 725
2024
Q1 		$284K Hold
2,727
– – ﹤0.01% 675
2023
Q4 		$301K Sell
2,727
-262
-9% -$25.6K ﹤0.01% 611
2023
Q3 		$270K Sell
2,989
-2,221
-43% -$206K ﹤0.01% 595
2023
Q2 		$469K Sell
5,210
-264
-5% -$24K 0.01% 430
2023
Q1 		$497K Sell
5,474
-264
-5% -$25K 0.01% 413
2022
Q4 		$534K Buy
+5,738
New +$552K 0.01% 379

Other funds holding CHCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return