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Principal Securities’s City Holding Co CHCO Stock Holding History

Principal Securities’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
Q4 		– Sell
-51
Closed -$6.32K – 1702
2025
Q3 		$6.32K Hold
51
– – ﹤0.01% 2886
2025
Q2 		$6.24K Sell
51
-3
-6% -$352 ﹤0.01% 2799
2025
Q1 		$6.4K Hold
54
– – ﹤0.01% 2692
2024
Q4 		$6.4K Buy
54
+3
+6% +$371 ﹤0.01% 2689
2024
Q3 		$5.99K Hold
51
– – ﹤0.01% 2615
2024
Q2 		$5.42K Sell
51
-8
-14% -$822 ﹤0.01% 2608
2024
Q1 		$6.15K Buy
59
+26
+79% +$2.68K ﹤0.01% 2531
2023
Q4 		$3.64K Buy
+33
New +$3.23K ﹤0.01% 2647

Other funds holding CHCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return