Santa Cruz County BankSCZC

13F holders, Q1 2024 (March 31)
3holders
$27.29avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Santa Cruz County Bank (SCZC) in their 13F filings. The largest holders were Siena Capital Partners GP, LLC ($6.1M), Wilson & Boucher Capital Management, LLC ($403K) and Family CFO Inc ($130K).

Company
Santa Cruz County Bank
CUSIP
801827106
Latest filing quarter
Q1 2025

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 3 holders

Siena Capital Partners GP, LLC 2.04% No change 224,446 $6.1M
Wilson & Boucher Capital Management, LLC 0.32% Reduce -19.5% 14,408 $403K
Family CFO Inc 0.08% No change 4,648 $130K

"% of holder's portfolio" is SCZC's weight in each manager's 13F, not the share of Santa Cruz County Bank the manager owns.