Sound Income Strategies’s City Holding Co CHCO Stock Holding History

Sound Income Strategies’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	-12	Closed	-$1.47K	–	807
2026 Q1	$1.47K	Hold	12	–	–	﹤0.01%	2226
2025 Q4	$1.49K	Buy	+12	New	+$1.46K	﹤0.01%	2209
2020 Q3	–	Sell	-1,096	Closed	-$71K	–	849
2020 Q2	$71K	Sell	1,096 -1,097	-50%	-$69.5K	0.02%	124
2020 Q1	$146K	Hold	2,193	–	–	0.05%	68
2019 Q4	$180K	Hold	2,193	–	–	0.05%	59
2019 Q3	$167K	Hold	2,193	–	–	0.05%	63
2019 Q2	$167K	Hold	2,193	–	–	0.06%	65
2019 Q1	$167K	Hold	2,193	–	–	0.08%	67
2018 Q4	$148K	Hold	2,193	–	–	0.08%	65
2018 Q3	$168K	Hold	2,193	–	–	0.08%	66
2018 Q2	$165K	Hold	2,193	–	–	0.1%	60
2018 Q1	$150K	Hold	2,193	–	–	0.1%	58
2017 Q4	$148K	Buy	+2,193	New	+$153K	0.1%	53

Other funds holding CHCO

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Sound Income Strategies's CHCO Position: Q2 2026 in Review

Sound Income Strategies sold out of City Holding Co (CHCO) in Q2 2026, closing a stake of 12 shares — an estimated $1.47K sold.

Sound Income Strategies first reported a position in CHCO in Q4 2017 and held it in 13 quarters. The position peaked at $180K in Q4 2019. 87 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

Sound Income Strategies reported no remaining City Holding Co position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 12 City Holding Co shares in Q2 2026, an estimated $1.47K.
Sound Income Strategies first reported a position in City Holding Co in Q4 2017 and held it in 13 quarters.
Sound Income Strategies's City Holding Co position peaked at $180K in Q4 2019.
87 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.