13FBOX
EXCHANGE BK SANTA ROSA CALIF · 13F Institutional Holdings
Options Calculator Rankings
E

EXCHANGE BK SANTA ROSA CALIF

EXSR
Institutions
2
Combined AUM (Q2 2026)
$23.9M
Combined Shares (Q2 2026)
144,829
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-847
1 · 0 Exit · ≈
⚖️ Net
-847
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$23.9M
Institutions
2
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cutler Capital Management, LLC
3.21%3.56%#1$12.4M74,934$11.0M75,781-847-1.12%Reduce
Siena Capital Partners GP, LLC
2.79%2.47%#2$11.5M69,895$9.5M69,89500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow