Exchange Bank
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 161,586
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 129 | 161,586 | 13F-HR | Exchange Bank |
| Q2 2026 | 7/8/2026 | 130 | 160,632 | 13F-HR | Exchange Bank |
| Q1 2026 | 4/8/2026 | 117 | 144,296 | 13F-HR | Exchange Bank |
| Q4 2025 | 1/13/2026 | 121 | 144,591 | 13F-HR | Exchange Bank |
| Q3 2025 | 10/31/2025 | 124 | 144,091 | 13F-HR | Exchange Bank |
| Q2 2025 | 7/9/2025 | 120 | 126,355 | 13F-HR | Exchange Bank |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.7 K | 71.0% | 0 | 272 | -272 |
| ETFs | 46.89 K | 29.0% | 1.232 K | 0 | 1.232 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
161,586
Holdings
129
QoQ value change ($000)
954
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.