Santa Cruz County BankSCZC
13F holders, Q3 2024 (September 30)2holders −1
0new positions
1sold out
$38.63avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Santa Cruz County Bank (SCZC) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Siena Capital Partners GP, LLC ($8.7M) and Wilson & Boucher Capital Management, LLC ($404K).
- Company
- Santa Cruz County Bank
- CUSIP
- 801827106
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $161K |
All 13F filers, Q2 2024 → Q3 2024: 7,098 shares sold, net −7,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Siena Capital Partners GP, LLC | 2.50% | No change | 224,446 | $8.7M |
| Wilson & Boucher Capital Management, LLC | 0.28% | Reduce -19.1% | 10,358 | $404K |
"% of holder's portfolio" is SCZC's weight in each manager's 13F, not the share of Santa Cruz County Bank the manager owns.