Exchange Bank
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 144,296
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 103.7 K | 71.9% | 0 | 2.266 K | -2.266 K |
| ETFs | 40.57 K | 28.1% | 1.968 K | 0 | 1.968 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
144,296
Holdings
117
QoQ value change ($000)
-295
(-0.2%)
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.