City State Bank’s Chimera Investment CIM Stock Holding History

City State Bank’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.8K	Hold	360	–	–	﹤0.01%	647
2026 Q1	$4.52K	Hold	360	–	–	﹤0.01%	626
2025 Q4	$4.47K	Hold	360	–	–	﹤0.01%	615
2025 Q3	$4.76K	Hold	360	–	–	﹤0.01%	591
2025 Q2	$4.99K	Hold	360	–	–	﹤0.01%	583
2025 Q1	$4.62K	Buy	+360	New	+$5.06K	﹤0.01%	596

Other funds holding CIM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM