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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
Q2 		$314K Buy
2,364
+194
+9% +$24.4K ﹤0.01% 1356
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $138B AUM 41.87% 1-Year Est. Return

HB Wealth Management's CHCO Position: Q2 2026 in Review

HB Wealth Management increased its City Holding Co (CHCO) stake by 8.9% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,364 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

HB Wealth Management first reported a position in CHCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $534K in Q4 2022. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • HB Wealth Management held 2,364 shares of City Holding Co worth $314K as of Q2 2026.
  • HB Wealth Management bought 194 City Holding Co shares in Q2 2026, an estimated $24.4K.
  • City Holding Co made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1356 holding.
  • HB Wealth Management first reported a position in City Holding Co in Q4 2022 and has held it in 14 quarters since.
  • HB Wealth Management's City Holding Co position peaked at $534K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.