SageView Advisory Group’s City Holding Co CHCO Stock Holding History

SageView Advisory 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 Q1	–	Sell	-877	Closed	-$105K	–	913
2025 Q4	$105K	Buy	+877	New	+$107K	﹤0.01%	820

Other funds holding CHCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's CHCO Position: Q1 2026 in Review

SageView Advisory Group sold out of City Holding Co (CHCO) in Q1 2026, closing a stake of 877 shares — an estimated $105K sold.

SageView Advisory Group first reported a position in CHCO in Q4 2025 and held it in 1 quarter. The position peaked at $105K in Q4 2025. 234 funds tracked by Wall St. Rank hold CHCO as of Q1 2026.

SageView Advisory Group reported no remaining City Holding Co position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 877 City Holding Co shares in Q1 2026, an estimated $105K.
SageView Advisory Group first reported a position in City Holding Co in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's City Holding Co position peaked at $105K in Q4 2025.
234 funds tracked by Wall St. Rank held City Holding Co as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.