City State Bank’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$621	Hold	15	–	–	﹤0.01%	745
2025 Q4	$1.02K	Sell	15 -900	-98%	-$65.2K	﹤0.01%	711
2025 Q3	$70.5K	Hold	915	–	–	0.02%	304
2025 Q2	$64.1K	Hold	915	–	–	0.02%	310
2025 Q1	$62.7K	Hold	915	–	–	0.02%	306
2024 Q4	$67.8K	Hold	915	–	–	0.02%	290
2024 Q3	$58.4K	Hold	915	–	–	0.02%	306
2024 Q2	$42.4K	Hold	915	–	–	0.02%	327
2024 Q1	$45K	Sell	915 -100	-10%	-$5.45K	0.02%	317
2023 Q4	$59K	Sell	1,015 -55	-5%	-$2.42K	0.03%	281
2023 Q3	$49K	Hold	1,070	–	–	0.03%	295
2023 Q2	$54K	Hold	1,070	–	–	0.03%	286
2023 Q1	$48K	Sell	1,070 -18	-2%	-$765	0.03%	288
2022 Q4	$35K	Sell	1,088 -28	-3%	-$928	0.02%	311
2022 Q3	$32K	Sell	1,116 -60	-5%	-$2.08K	0.02%	307
2022 Q2	$37K	Sell	1,176 -200	-15%	-$8.03K	0.03%	297
2022 Q1	$68K	Hold	1,376	–	–	0.04%	255
2021 Q4	$88K	Buy	+1,376	New	+$99.2K	0.05%	235

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return