Vault-13

Exchange Bank/Santa Rosa CA EXSR

COM · Common Stock · CUSIP 301227203

2 institutional holders +0 vs Q1 2025
145,949145.9k shares reported held*
$15.2mreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $104.42.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 2Q4 23: 2Q1 24: 2Q2 24: 2Q3 24: 2Q4 24: 2Q1 25: 2Q2 25: 22Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20233
Q2 20233
Q3 20232
Q4 20232
Q1 20242
Q2 20242
Q3 20242
Q4 20242
Q1 20252
Q2 20252

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q3 23: 1 bought or addedQ3 23: 1 cut or sold outQ4 23: 1 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 0 cut or sold outQ4 24: 0 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 0 cut or sold outQ2 25: 0 bought or addedQ2 25: 0 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202311
Q4 202310
Q1 202401
Q2 202400
Q3 202400
Q4 202401
Q1 202500
Q2 202500

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cutler Capital Management, LLC 2.79% of their portfolio WORCESTER, MA 76,05476.1k $8.0m $8.0m 2.79% Unchanged
2 Siena Capital Partners GP, LLC 2.11% of their portfolio EVANSTON, IL 69,89569.9k $7.2m $7.2m 2.11% Unchanged