Santa Cruz County BankSCZC

13F holders, Q2 2024 (June 30)
3holders
0new positions
0sold out
$34.74avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Santa Cruz County Bank (SCZC) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Siena Capital Partners GP, LLC ($7.8M), Wilson & Boucher Capital Management, LLC ($445K) and Family CFO Inc ($161K).

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 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 1,600 shares sold, net −1,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Siena Capital Partners GP, LLC 2.57% No change 224,446 $7.8M
Wilson & Boucher Capital Management, LLC 0.34% Reduce -11.1% 12,808 $445K
Family CFO Inc 0.10% No change 4,648 $161K

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