NewSquare Capital’s City Holding Co CHCO Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-6	Closed	-$735	–	367
2025 Q2	$735	Buy	+6	New	+$704	﹤0.01%	1089

Other funds holding CHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

WHG

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

CHC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's CHCO Position: Q3 2025 in Review

NewSquare Capital sold out of City Holding Co (CHCO) in Q3 2025, closing a stake of 6 shares — an estimated $735 sold.

NewSquare Capital first reported a position in CHCO in Q2 2025 and held it in 1 quarter. The position peaked at $735 in Q2 2025. 228 funds tracked by Wall St. Rank hold CHCO as of Q3 2025.

NewSquare Capital reported no remaining City Holding Co position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 6 City Holding Co shares in Q3 2025, an estimated $735.
NewSquare Capital first reported a position in City Holding Co in Q2 2025 and held it in 1 quarter.
NewSquare Capital's City Holding Co position peaked at $735 in Q2 2025.
228 funds tracked by Wall St. Rank held City Holding Co as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.