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Spire Wealth Management’s City Holding Co CHCO Stock Holding History

Spire Wealth Management’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 		$928 Hold
7
– – ﹤0.01% 2146
2026
Q1 		$837 Hold
7
– – ﹤0.01% 2174
2025
Q4 		$834 Hold
7
– – ﹤0.01% 2217
2025
Q3 		$867 Hold
7
– – ﹤0.01% 2296
2025
Q2 		$857 Hold
7
– – ﹤0.01% 2306
2025
Q1 		$822 Hold
7
– – ﹤0.01% 2413
2024
Q4 		$829 Hold
7
– – ﹤0.01% 2395
2024
Q3 		$822 Hold
7
– – ﹤0.01% 2117
2024
Q2 		$744 Hold
7
– – ﹤0.01% 2152
2024
Q1 		$730 Hold
7
– – ﹤0.01% 2252
2023
Q4 		$732 Buy
+7
New +$685 ﹤0.01% 2311

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

Spire Wealth Management's CHCO Position: Q2 2026 in Review

Spire Wealth Management held its City Holding Co (CHCO) position steady in Q2 2026 at 7 shares worth $928. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Spire Wealth Management first reported a position in CHCO in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Spire Wealth Management held 7 shares of City Holding Co worth $928 as of Q2 2026.
  • Spire Wealth Management left its City Holding Co share count unchanged in Q2 2026.
  • City Holding Co made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2146 holding.
  • Spire Wealth Management first reported a position in City Holding Co in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.