ZF
CHCO icon

Zhang Financial’s City Holding Co CHCO Stock Holding History

Zhang Financial’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 		$314K Sell
2,365
-304
-11% -$38.2K 0.01% 328
2026
Q1 		$319K Hold
2,669
– – 0.01% 300
2025
Q4 		$318K Sell
2,669
-195
-7% -$23.7K 0.01% 265
2025
Q3 		$355K Buy
2,864
+18
+0.6% +$2.26K 0.01% 242
2025
Q2 		$348K Buy
2,846
+20
+0.7% +$2.35K 0.02% 228
2025
Q1 		$332K Buy
2,826
+18
+0.6% +$2.12K 0.02% 236
2024
Q4 		$333K Buy
2,808
+19
+0.7% +$2.35K 0.02% 231
2024
Q3 		$327K Sell
2,789
-984
-26% -$114K 0.02% 223
2024
Q2 		$401K Buy
+3,773
New +$388K 0.03% 204

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

Zhang Financial's CHCO Position: Q2 2026 in Review

Zhang Financial reduced its City Holding Co (CHCO) stake by 11% in Q2 2026, selling an estimated $38.2K and leaving 2,365 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #328.

Zhang Financial first reported a position in CHCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $401K in Q2 2024. 253 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Zhang Financial held 2,365 shares of City Holding Co worth $314K as of Q2 2026.
  • Zhang Financial sold 304 City Holding Co shares in Q2 2026, an estimated $38.2K.
  • City Holding Co made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #328 holding.
  • Zhang Financial first reported a position in City Holding Co in Q2 2024 and has held it in 9 quarters since.
  • Zhang Financial's City Holding Co position peaked at $401K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.