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Root Financial Partners’s City Holding Co CHCO Stock Holding History

Root Financial Partners’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 		– Sell
-33
Closed -$3.94K – 917
2026
Q1 		$3.94K Buy
33
+28
+560% +$3.41K ﹤0.01% 2042
2025
Q4 		$596 Buy
+5
New +$608 ﹤0.01% 2187

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

Root Financial Partners's CHCO Position: Q2 2026 in Review

Root Financial Partners sold out of City Holding Co (CHCO) in Q2 2026, closing a stake of 33 shares — an estimated $3.94K sold.

Root Financial Partners first reported a position in CHCO in Q4 2025 and held it in 2 quarters. The position peaked at $3.94K in Q1 2026. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Root Financial Partners reported no remaining City Holding Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 City Holding Co shares in Q2 2026, an estimated $3.94K.
  • Root Financial Partners first reported a position in City Holding Co in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's City Holding Co position peaked at $3.94K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.