HolderBook

CITY HLDG CO (CHCO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

11
Reporting holders
$817.3K
Reported value
0.0%
Calls
0.0%
Puts
-244
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Dupree Financial Group, LLC$354.9K2,5510.13%2q+59.3%+$132.2K
Ledgewood Wealth Advisors, LLC$211.5K1,5200.12%2qHELD
GAMMA Investing LLC$183.8K1,3210.01%12q+10.4%+$17.3K
Versant Capital Management, Inc$42.3K3040.00%32q+9.0%+$3.5K
MassMutual Private Wealth & Trust, FSB$12.0K860.00%18qHELD
Farther Finance Advisors, LLC$9.9K710.00%5q+222.7%+$6.8K
Retirement Wealth Solutions LLC$2.2K160.00%3qHELD
GILPIN WEALTH MANAGEMENT, LLC$27920.00%2qHELD
GK Wealth Management LLC$22120.00%newNEW
Davis Capital Management$13910.00%2qHELD
CoreCap Advisors, LLC$13910.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0713GSTATE STREET CORPORATION5.4%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-302026-09-30Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-04-28HAGEBOECK CHARLES RPresident & CEOSold5,855$733.6K
2026-07-30HAGEBOECK CHARLES RPresident & CEOSold4,485$650.1K
2026-05-29HAGEBOECK CHARLES RPresident & CEOSold1,858$231.1K
2026-05-26LEGGE JEFFREY DALEEVP, CAO & CIOSold1,309$163.6K
2026-04-28Quinlan Michael T JrEVP, Retail BankingSold1,210$152.6K
2026-05-22BUMGARNER DAVID LEVP & Chief Financial OfficerSold1,161$144.5K
2026-05-20BUMGARNER DAVID LEVP & Chief Financial OfficerSold805$100.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$817.3K5,8751400.0%
Q2 2026255$1.6B11,753,1933891650.1%
Q1 2026233$1.2B10,110,4372183660.7%
Q4 2025232$1.2B10,301,0332462840.6%
Q3 2025227$1.3B10,669,8282671780.0%
Q2 2025223$1.3B10,702,7682072750.0%
Q1 2025220$1.3B10,812,1262164800.0%
Q4 2024218$1.3B10,811,7591770630.0%
Q3 2024206$1.3B10,787,5002455660.0%
Q2 2024195$1.1B10,729,2852052670.0%
Q1 2024188$1.2B11,261,3071549710.0%
Q4 2023200$1.2B11,110,3362243790.0%
Q3 2023184$951.4M10,530,0252440740.0%
Q2 2023173$960.4M10,672,1031453550.0%
Q1 2023171$953.8M10,496,7511351670.0%
Q4 2022192$979.5M10,521,2363251580.0%
Q3 2022167$908.7M10,239,2031750500.1%
Q2 2022175$804.1M10,052,2392341570.1%
Q1 2022176$783.0M9,939,9391651530.1%
Q4 2021175$792.5M9,697,2731936640.1%
Q3 2021160$772.9M9,911,0892128630.1%
Q2 2021149$773.0M10,240,5231148550.3%
Q1 2021148$835.3M10,194,7001340470.2%
Q4 2020154$716.8M10,306,2321740570.0%
Q3 2020149$600.3M10,420,6362138470.0%
Q2 2020148$705.4M10,827,5341538590.0%
Q1 2020147$737.4M11,076,8491150440.1%
Q4 2019165$929.3M11,321,2211847490.2%
Q3 2019158$842.5M11,019,785649440.2%
Q2 2019162$925.6M12,115,7931342490.2%
Q1 2019158$864.4M11,303,3322242460.4%
Q4 2018147$764.7M11,307,7894230.1%