Sign In
test

SAMANTHA PIERANGELI

City State Bank

Assets Managed
$385.297M
Holdings
784
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
5.53%(2Q avg: 5.5%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in City State Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 784 positions.

Assets under management

The assets under management (AUM) of City State Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 385.297M in assets, with a quarterly growth rate of 5.53% and a 2-quarter average growth rate of 5.5%. The portfolio is managed by SAMANTHA PIERANGELI, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 15.73%
4.04%
$15.541M
368,087 shares@ $42.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.47%
3.87%
$14.875M
58,610 shares@ $253.8 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 6.41%
3.72%
$14.295M
185,211 shares@ $77.19 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 34.45%
3.27%
$12.597M
263,092 shares@ $47.89 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 12.33%
2.99%
$11.508M
146,766 shares@ $78.41 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 6.97%
2.58%
$9.912M
46,088 shares@ $215.06 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 6.2%
2.53%
$9.711M
65,573 shares@ $148.1 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 11.92%
2.18%
$8.363M
127,304 shares@ $65.7 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 10.04%
2.17%
$8.357M
133,825 shares@ $62.45 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 8.83%
2.11%
$8.121M
110,273 shares@ $73.65 avg price

1-10 of 784