City State Bank

13F Filings History

Latest 13F report: Q4 2024 - Jan 13, 2025
Value $: $283M
Signature - Title: Samantha Pierangeli - Trust Operations Manager
Location: Norwalk, IA
Summary: This page shows a list of all the recent 13F filings made by City State Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. City State Bank reported 727 stock holdings with total value $283M as of Q4 2024. Top holdings included AAPL, BIV, DFCF, BSV, and BND.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	727	$283M	+$18.4M	-$5.27M	+$13.1M	AAPL, BIV, DFCF, BSV, BND	13F-HR	1/13/2025, 10:04 AM
Q3 2024	740	$274M	+$21.6M	-$7.52M	+$14.1M	AAPL, BIV, DFCF, BSV, BND	13F-HR	10/10/2024, 03:52 PM
Q2 2024	730	$245M	+$22.5M	-$3.11M	+$19.4M	AAPL, BIV, BSV, AGG, BNDX	Restatement	7/9/2024, 11:06 AM
Q1 2024	711	$226M	+$19.7M	-$3.87M	+$15.9M	AAPL, BIV, BSV, VYM, STIP	13F-HR	4/11/2024, 03:57 PM
Q4 2023	680	$200M	+$12.7M	-$10.5M	+$2.18M	AAPL, BIV, STIP, BSV, MSFT	13F-HR	1/10/2024, 04:43 PM
Q3 2023	693	$181M	+$7.5M	-$4.02M	+$3.48M	AAPL, STIP, BNDX, VYM, VIG	13F-HR	10/16/2023, 12:07 PM
Q2 2023	703	$185M	+$7.25M	-$3.7M	+$3.56M	AAPL, STIP, VIG, VYM, MSFT	13F-HR	7/10/2023, 02:35 PM
Q1 2023	684	$175M	+$11.7M	-$4.58M	+$7.16M	AAPL, STIP, VYM, VIG, MSFT	13F-HR	4/10/2023, 02:16 PM
Q4 2022	653	$162M	+$15.7M	-$7.42M	+$8.32M	AAPL, STIP, VYM, VIG, LNT	13F-HR	1/11/2023, 05:53 PM
Q3 2022	657	$143M	+$10.5M	-$2.72M	+$7.76M	AAPL, STIP, LNT, VIG, VYM	13F-HR	10/24/2022, 05:12 PM
Q2 2022	663	$142M	+$7M	-$5.14M	+$1.86M	AAPL, STIP, LNT, VIG, MSFT	13F-HR	8/22/2022, 11:48 AM
Q1 2022	676	$165M	+$13.7M	-$6.53M	+$7.21M	AAPL, STIP, LNT, MSFT, VIG	13F-HR	5/31/2022, 05:59 PM
Q4 2021	667	$162M	$0	$0		AAPL, STIP, MSFT, LNT, VWOB	Restatement	3/23/2022, 04:49 PM

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