Position in CHCO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$49,600
-$19,655 QoQ
Shares Held
415
-28.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHCO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. CHCO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,076 | $1,658,413 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,089 | $753,720 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,292 | $550,554 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $398,492 | |
| 5 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $304,869 | |
| 6 | RF |
Regions Financial Corp
|
3,437 | $89,774 | |
| 7 | CHCO |
City Holding Co
This page
|
415 | $49,600 | |
| 8 | LNKB |
LINKBANCORP, Inc.
|
4,938 | $41,182 |
All Filings in CHCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,600 | 415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $69,255 | 581 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $71,968 | 581 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $71,126 | 581 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,250 | 581 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $68,836 | 581 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $68,203 | 581 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,731 | 581 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $68,889 | 661 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $116,985 | 1,061 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $102,999 | 1,140 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $129,585 | 1,440 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $130,867 | 1,440 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $134,049 | 1,440 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $134,099 | 1,512 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $120,778 | 1,512 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $118,994 | 1,512 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $123,666 | 1,512 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $124,811 | 1,602 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $120,534 | 1,602 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $131,011 | 1,602 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $111,419 | 1,602 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $106,693 | 1,852 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $120,694 | 1,852 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $123,213 | 1,852 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||