LPL Financial
CHCO icon

LPL Financial’s City Holding Co CHCO Stock Holding History

LPL Financial’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 		$324K Buy
2,441
+726
+42% +$91.2K ﹤0.01% 5383
2026
Q1 		$205K Buy
1,715
+9
+0.5% +$1.1K ﹤0.01% 5478
2025
Q4 		$203K Sell
1,706
-132
-7% -$16.1K ﹤0.01% 5438
2025
Q3 		$228K Buy
1,838
+204
+12% +$25.6K ﹤0.01% 5263
2025
Q2 		$200K Buy
+1,634
New +$192K ﹤0.01% 5089
2025
Q1 		– Sell
-1,934
Closed -$229K – 5376
2024
Q4 		$229K Buy
1,934
+68
+4% +$8.41K ﹤0.01% 4734
2024
Q3 		$219K Sell
1,866
-34
-2% -$3.94K ﹤0.01% 4666
2024
Q2 		$202K Buy
+1,900
New +$195K ﹤0.01% 4568
2024
Q1 		– Sell
-4,235
Closed -$467K – 4934
2023
Q4 		$467K Sell
4,235
-507
-11% -$49.6K ﹤0.01% 3723
2023
Q3 		$428K Sell
4,742
-56
-1% -$5.2K ﹤0.01% 3612
2023
Q2 		$432K Sell
4,798
-534
-10% -$48.5K ﹤0.01% 3558
2023
Q1 		$485K Buy
5,332
+1,642
+44% +$155K ﹤0.01% 3356
2022
Q4 		$344K Buy
3,690
+1,427
+63% +$137K ﹤0.01% 3558
2022
Q3 		$201K Buy
+2,263
New +$194K ﹤0.01% 3932

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

LPL Financial's CHCO Position: Q2 2026 in Review

LPL Financial increased its City Holding Co (CHCO) stake by 42% in Q2 2026, buying an estimated $91.2K and bringing the position to 2,441 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #5383.

LPL Financial first reported a position in CHCO in Q3 2022 and has held it in 14 quarters since. The position peaked at $485K in Q1 2023. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • LPL Financial held 2,441 shares of City Holding Co worth $324K as of Q2 2026.
  • LPL Financial bought 726 City Holding Co shares in Q2 2026, an estimated $91.2K.
  • City Holding Co made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5383 holding.
  • LPL Financial first reported a position in City Holding Co in Q3 2022 and has held it in 14 quarters since.
  • LPL Financial's City Holding Co position peaked at $485K in Q1 2023.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.