Position in CHCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,157,728
+$1,247,892 QoQ
Shares Held
106,738
-1.4% QoQ
Ownership
0.756%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2
of 66 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CHCO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. CHCO ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
This page
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp De
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in CHCO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,157,728 | 106,738 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $12,909,836 | 108,304 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $13,454,140 | 108,615 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,435,717 | 109,751 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,835,477 | 109,266 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,963,844 | 109,418 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,740,688 | 108,533 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,551,075 | 108,716 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,332,570 | 108,737 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,937,629 | 108,268 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,444,877 | 15,992 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,437,860 | 15,978 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,150,540 | 12,660 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,176,285 | 12,636 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,577,262 | 17,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $746,478 | 9,345 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $735,451 | 9,345 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $523,783 | 6,404 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||