Santa Cruz County BankSCZC

13F holders, Q4 2024 (December 31)
1holders −1
0new positions
1sold out
$41.65avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Santa Cruz County Bank (SCZC) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holder was Wilson & Boucher Capital Management, LLC ($390K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$8.7M

All 13F filers, Q3 2024 → Q4 2024: 225,446 shares sold, net −225,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Wilson & Boucher Capital Management, LLC 0.28% Reduce -9.7% 9,358 $390K

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