13F Filings History of Exchange Bank

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$144,590,611
Signature - Title
Renee Pilkenton - TRUST OPERATIONS AND COMPLIANCE MANAGER
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by Exchange Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Exchange Bank reported 121 stock holdings with total value $144,590,611 as of Q4 2025. Top holdings included AAPL, JNJ, MUB, MSFT, and CAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $144,590,611 +$1,836,066 -$4,324,042 -$2,487,976 AAPL, JNJ, MUB, MSFT, CAT 13F-HR 12 Jan 2026, 18:17
Q3 2025 124 $144,091,460 +$11,618,545 -$1,756,095 +$9,862,450 AAPL, JNJ, MUB, MSFT, VTI 13F-HR 31 Oct 2025, 13:55
Q2 2025 120 $126,354,676 +$2,193,102 -$4,012,987 -$1,819,885 AAPL, MUB, MSFT, JNJ, VTI 13F-HR 09 Jul 2025, 14:00
Q1 2025 113 $123,978,666 +$2,449,303 -$2,717,861 -$268,558 MUB, AAPL, JNJ, AGG, PG 13F-HR 15 Apr 2025, 15:20
Q4 2024 112 $124,366,135 +$7,082,277 -$2,429,214 +$4,653,063 AAPL, MUB, MSFT, AGG, VTI 13F-HR 16 Jan 2025, 18:47
Q3 2024 114 $122,263,984 +$2,552,997 -$5,693,573 -$3,140,576 AAPL, JNJ, MSFT, PG, MUB 13F-HR 10 Oct 2024, 14:13
Q2 2024 109 $117,660,107 +$3,358,924 -$6,282,271 -$2,923,347 AGG, AAPL, MSFT, MUB, JNJ 13F-HR 10 Jul 2024, 16:47
Q1 2024 114 $121,666,865 +$6,188,921 -$4,070,410 +$2,118,511 AGG, MUB, AAPL, MSFT, JNJ 13F-HR 12 Apr 2024, 13:20
Q4 2023 108 $115,434,855 +$8,395,502 -$4,221,157 +$4,174,345 AGG, AAPL, MUB, JNJ, MSFT 13F-HR 11 Jan 2024, 11:29
Q3 2023 100 $104,356,673 +$10,444,968 -$5,701,543 +$4,743,425 AGG, AAPL, JNJ, CVX, MSFT 13F-HR 15 Nov 2023, 17:22
Q2 2023 104 $103,407,025 $0 $0 $0 AGG, AAPL, JNJ, CVX, MSFT 13F-HR 15 Nov 2023, 17:29