LPL Financial

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 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	–	5378
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return