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Ledgewood Wealth Advisors’s City Holding Co CHCO Stock Holding History

Ledgewood Wealth 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
Q3 		$211K Hold
1,520
– – 0.12% 67
2026
Q2 		$202K Buy
+1,520
New +$191K 0.11% 73

Other funds holding CHCO

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Ledgewood Wealth Advisors's CHCO Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its City Holding Co (CHCO) position steady in Q3 2026 at 1,520 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #67.

Ledgewood Wealth Advisors first reported a position in CHCO in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CHCO as of Q3 2026.

  • Ledgewood Wealth Advisors held 1,520 shares of City Holding Co worth $211K as of Q3 2026.
  • Ledgewood Wealth Advisors left its City Holding Co share count unchanged in Q3 2026.
  • City Holding Co made up 0.12% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • Ledgewood Wealth Advisors first reported a position in City Holding Co in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held City Holding Co as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.