Exchange Bank
Exchange Bank reported 130 positions worth $160.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AAPL (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $8.2M | 5.08% | 28,198 | — | — | |
| ▸ 2 | CAT | SH | $8.0M | 4.95% | 7,472 | — | — | |
| ▸ 3 | JNJ | SH | $6.8M | 4.24% | 26,800 | — | — | |
| ▸ 4 | VTI | SH | $4.9M | 3.08% | 13,366 | — | — | |
| ▸ 5 | MUB | SH | $4.6M | 2.87% | 42,838 | — | — | |
| ▸ 6 | AGG | SH | $3.7M | 2.28% | 37,018 | — | — | |
| ▸ 7 | CVX | SH | $3.7M | 2.28% | 22,089 | — | — | |
| ▸ 8 | MSFT | SH | $3.6M | 2.24% | 9,663 | — | — | |
| ▸ 9 | JPM | SH | $3.6M | 2.21% | 10,858 | — | — | |
| ▸ 10 | GOOGL | SH | $3.6M | 2.21% | 9,938 | — | — |
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Upgrade to ProRead the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Exchange Bank hold as of Q2 2026?
Exchange Bank reported 130 positions worth $160.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.1%), CAT (5.0%), JNJ (4.2%), VTI (3.1%) and MUB (2.9%).
What did Exchange Bank buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Exchange Bank sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.