City State Bank’s Plains All American Pipeline PAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.8K	Hold	2,550	–	–	0.01%	344
2026 Q1	$56.9K	Hold	2,550	–	–	0.01%	332
2025 Q4	$45.8K	Hold	2,550	–	–	0.01%	361
2025 Q3	$43.5K	Hold	2,550	–	–	0.01%	357
2025 Q2	$46.7K	Hold	2,550	–	–	0.01%	346
2025 Q1	$51K	Hold	2,550	–	–	0.02%	332
2024 Q4	$43.6K	Hold	2,550	–	–	0.02%	342
2024 Q3	$44.3K	Hold	2,550	–	–	0.02%	345
2024 Q2	$45.5K	Hold	2,550	–	–	0.02%	321
2024 Q1	$45K	Hold	2,550	–	–	0.02%	316
2023 Q4	$39K	Hold	2,550	–	–	0.02%	326
2023 Q3	$39K	Hold	2,550	–	–	0.02%	313
2023 Q2	$36K	Hold	2,550	–	–	0.02%	331
2023 Q1	$32K	Hold	2,550	–	–	0.02%	324
2022 Q4	$30K	Hold	2,550	–	–	0.02%	322
2022 Q3	$27K	Hold	2,550	–	–	0.02%	318
2022 Q2	$25K	Hold	2,550	–	–	0.02%	332
2022 Q1	$27K	Hold	2,550	–	–	0.02%	344
2021 Q4	$24K	Buy	+2,550	New	+$25.6K	0.01%	372

Other funds holding PAA

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return