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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
2026
Q2 		$5.31K Buy
+40
New +$5.02K ﹤0.01% 3755
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
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

IFP Advisors's CHCO Position: Q2 2026 in Review

IFP Advisors opened a new position in City Holding Co (CHCO) in Q2 2026: 40 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #3755 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CHCO as recently as Q2 2024.

IFP Advisors first reported a position in CHCO in Q4 2015 and has held it in 10 quarters since. The position peaked at $23K in Q3 2017. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • IFP Advisors held 40 shares of City Holding Co worth $5.31K as of Q2 2026.
  • City Holding Co was a new IFP Advisors position in Q2 2026.
  • City Holding Co made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3755 holding.
  • IFP Advisors first reported a position in City Holding Co in Q4 2015 and has held it in 10 quarters since.
  • IFP Advisors's City Holding Co position peaked at $23K in Q3 2017.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.