City State Bank’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81K	Hold	300	–	–	﹤0.01%	698
2025 Q4	$1.53K	Sell	300 -100	-25%	-$617	﹤0.01%	691
2025 Q3	$3.05K	Hold	400	–	–	﹤0.01%	643
2025 Q2	$1.37K	Hold	400	–	–	﹤0.01%	685
2025 Q1	$1.52K	Hold	400	–	–	﹤0.01%	677
2024 Q4	$1.74K	Hold	400	–	–	﹤0.01%	649
2024 Q3	$2.67K	Hold	400	–	–	﹤0.01%	633
2024 Q2	$1.66K	Hold	400	–	–	﹤0.01%	639
2024 Q1	$2K	Hold	400	–	–	﹤0.01%	652
2023 Q4	$4K	Hold	400	–	–	﹤0.01%	577
2023 Q3	$4K	Hold	400	–	–	﹤0.01%	575
2023 Q2	$4K	Sell	400 -100	-20%	-$846	﹤0.01%	586
2023 Q1	$5K	Hold	500	–	–	﹤0.01%	557
2022 Q4	$5K	Hold	500	–	–	﹤0.01%	529
2022 Q3	$8K	Hold	500	–	–	0.01%	467
2022 Q2	$11K	Hold	500	–	–	0.01%	417
2022 Q1	$11K	Buy	500 +200	+67%	+$4.71K	0.01%	455
2021 Q4	$10K	Buy	+300	New	+$11K	0.01%	471

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return