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Wealthspire Advisors (New York)’s City Holding Co CHCO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-132
Closed -$16.4K – 1358
2025
Q3 		$16.4K Buy
+132
New +$16.6K ﹤0.01% 1779

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s CHCO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of City Holding Co (CHCO) in Q4 2025, closing a stake of 132 shares — an estimated $16.4K sold.

Wealthspire Advisors (New York) first reported a position in CHCO in Q3 2025 and held it in 1 quarter. The position peaked at $16.4K in Q3 2025. 233 funds tracked by Wall St. Rank hold CHCO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining City Holding Co position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 132 City Holding Co shares in Q4 2025, an estimated $16.4K.
  • Wealthspire Advisors (New York) first reported a position in City Holding Co in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s City Holding Co position peaked at $16.4K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held City Holding Co as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.