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Integrated Wealth Concepts’s City Holding Co CHCO Stock Holding History

Integrated Wealth Concepts’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 		$125K Buy
+942
New +$118K ﹤0.01% 2645

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

Integrated Wealth Concepts's CHCO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in City Holding Co (CHCO) in Q2 2026: 942 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #2645 among its holdings.

252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Integrated Wealth Concepts held 942 shares of City Holding Co worth $125K as of Q2 2026.
  • City Holding Co was a new Integrated Wealth Concepts position in Q2 2026.
  • City Holding Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2645 holding.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.