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Pinnacle Wealth Planning Services’s City Holding Co CHCO Stock Holding History

Pinnacle Wealth Planning Services’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 		$58K Buy
437
+24
+6% +$3.01K 0.01% 1170
2026
Q1 		$49.4K Buy
413
+18
+5% +$2.19K 0.01% 1212
2025
Q4 		$47.1K Buy
+395
New +$48K ﹤0.01% 1236
2021
Q1 		– Sell
-40
Closed -$3K – 640
2020
Q4 		$3K Buy
+40
New +$2.59K ﹤0.01% 1798

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

Pinnacle Wealth Planning Services's CHCO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its City Holding Co (CHCO) stake by 5.8% in Q2 2026, buying an estimated $3.01K and bringing the position to 437 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #1170.

Pinnacle Wealth Planning Services first reported a position in CHCO in Q4 2020 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 437 shares of City Holding Co worth $58K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 24 City Holding Co shares in Q2 2026, an estimated $3.01K.
  • City Holding Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1170 holding.
  • Pinnacle Wealth Planning Services first reported a position in City Holding Co in Q4 2020 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.