City State Bank’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.52K	Hold	66	–	–	﹤0.01%	655
2026 Q1	$3.6K	Hold	66	–	–	﹤0.01%	647
2025 Q4	$4.17K	Buy	66 +4	+6%	+$263	﹤0.01%	625
2025 Q3	$3.6K	Hold	62	–	–	﹤0.01%	629
2025 Q2	$2.52K	Hold	62	–	–	﹤0.01%	653
2025 Q1	$2.54K	Hold	62	–	–	﹤0.01%	651
2024 Q4	$3.57K	Hold	62	–	–	﹤0.01%	612
2024 Q3	$5.16K	Hold	62	–	–	﹤0.01%	574
2024 Q2	$4.86K	Hold	62	–	–	﹤0.01%	557
2024 Q1	$6K	Hold	62	–	–	﹤0.01%	551
2023 Q4	$6K	Hold	62	–	–	﹤0.01%	535
2023 Q3	$7K	Hold	62	–	–	﹤0.01%	518
2023 Q2	$7K	Hold	62	–	–	﹤0.01%	528
2023 Q1	$7K	Hold	62	–	–	﹤0.01%	524
2022 Q4	$6K	Hold	62	–	–	﹤0.01%	516
2022 Q3	$6K	Hold	62	–	–	﹤0.01%	505
2022 Q2	$6K	Hold	62	–	–	﹤0.01%	509
2022 Q1	$7K	Hold	62	–	–	﹤0.01%	515
2021 Q4	$7K	Buy	+62	New	+$7.3K	﹤0.01%	517

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Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return