IFP Advisors’s City Holding Co CHCO Stock Holding History

IFP 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
2025 Q2	–	Hold	0	–	–	–	2631
2025 Q1	–	Hold	0	–	–	–	3474
2024 Q4	–	Hold	0	–	–	–	3431
2024 Q3	–	Sell	-201	Closed	-$21.4K	–	3328
2024 Q2	$21.4K	Sell	201 -3	-1%	-$308	﹤0.01%	2050
2024 Q1	$21.3K	Buy	+204	New	+$21K	﹤0.01%	1937
2017 Q4	–	Sell	-323	Closed	-$23K	–	3833
2017 Q3	$23K	Hold	323	–	–	﹤0.01%	2503
2017 Q2	$21K	Hold	323	–	–	﹤0.01%	2547
2017 Q1	$21K	Hold	323	–	–	﹤0.01%	2460
2016 Q4	$22K	Hold	323	–	–	﹤0.01%	2377
2016 Q3	$16K	Sell	323 -90	-22%	-$4.35K	﹤0.01%	2531
2016 Q2	$19K	Buy	+413	New	+$19.8K	﹤0.01%	2365
2016 Q1	–	Sell	-494	Closed	-$23K	–	2514
2015 Q4	$23K	Buy	+494	New	+$23.7K	﹤0.01%	2074

Other funds holding CHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's CHCO Position: Q2 2025 in Review

IFP Advisors held its City Holding Co (CHCO) position steady in Q2 2025 at 0 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

IFP Advisors first reported a position in CHCO in Q4 2015 and has held it in 9 quarters since. The position peaked at $23K in Q3 2017. 224 funds tracked by Wall St. Rank hold CHCO as of Q2 2025.

IFP Advisors held 0 shares of City Holding Co worth $17K as of Q2 2025.
IFP Advisors left its City Holding Co share count unchanged in Q2 2025.
City Holding Co made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #2631 holding.
IFP Advisors first reported a position in City Holding Co in Q4 2015 and has held it in 9 quarters since.
IFP Advisors's City Holding Co position peaked at $23K in Q3 2017.
224 funds tracked by Wall St. Rank held City Holding Co as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.