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PlanVest Financial’s City Holding Co CHCO Stock Holding History

PlanVest 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 		$39.9K Buy
301
+3
+1% +$377 0.03% 253
2026
Q1 		$35.7K Buy
+298
New +$36.3K 0.03% 250

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

PlanVest Financial's CHCO Position: Q2 2026 in Review

PlanVest Financial increased its City Holding Co (CHCO) stake by 1% in Q2 2026, buying an estimated $377 and bringing the position to 301 shares worth $39.9K. The position accounts for 0.03% of the portfolio, ranked #253.

PlanVest Financial first reported a position in CHCO in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • PlanVest Financial held 301 shares of City Holding Co worth $39.9K as of Q2 2026.
  • PlanVest Financial bought 3 City Holding Co shares in Q2 2026, an estimated $377.
  • City Holding Co made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #253 holding.
  • PlanVest Financial first reported a position in City Holding Co in Q1 2026 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.