UMB Bank’s City Holding Co CHCO Stock Holding History

UMB Bank’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	$11.8K	Buy	99 +10	+11%	+$1.22K	﹤0.01%	1799
2025 Q4	$10.6K	Buy	89 +8	+10%	+$973	﹤0.01%	1804
2025 Q3	$10K	Buy	81 +6	+8%	+$753	﹤0.01%	1673
2025 Q2	$9.18K	Buy	75 +11	+17%	+$1.29K	﹤0.01%	1632
2025 Q1	$7.52K	Buy	64 +24	+60%	+$2.83K	﹤0.01%	1639
2024 Q4	$4.74K	Hold	40	–	–	﹤0.01%	1723
2024 Q3	$4.7K	Buy	40 +20	+100%	+$2.31K	﹤0.01%	1750
2024 Q2	$2.13K	Buy	20 +12	+150%	+$1.23K	﹤0.01%	1757
2024 Q1	$834	Buy	+8	New	+$825	﹤0.01%	1837

Other funds holding CHCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return