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Nicholson Wealth Management Group’s City Holding Co CHCO Stock Holding History

Nicholson Wealth Management Group’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 		$1.64M Hold
12,345
– – 0.96% 55
2026
Q1 		$1.48M Hold
12,345
– – 0.86% 71
2025
Q4 		$1.47M Hold
12,345
– – 0.86% 77
2025
Q3 		$1.53M Hold
12,345
– – 0.9% 64
2025
Q2 		$1.51M Hold
12,345
– – 0.93% 56
2025
Q1 		$1.45M Hold
12,345
– – 0.95% 63
2024
Q4 		$1.46M Hold
12,345
– – 0.98% 55
2024
Q3 		$1.45M Buy
+12,345
New +$1.43M 1.19% 18

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

Nicholson Wealth Management Group's CHCO Position: Q2 2026 in Review

Nicholson Wealth Management Group held its City Holding Co (CHCO) position steady in Q2 2026 at 12,345 shares worth $1.64M. The position accounts for 0.96% of the portfolio, ranked #55.

Nicholson Wealth Management Group first reported a position in CHCO in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Nicholson Wealth Management Group held 12,345 shares of City Holding Co worth $1.64M as of Q2 2026.
  • Nicholson Wealth Management Group left its City Holding Co share count unchanged in Q2 2026.
  • City Holding Co made up 0.96% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #55 holding.
  • Nicholson Wealth Management Group first reported a position in City Holding Co in Q3 2024 and has held it in 8 quarters since.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.