EXSR Institutional Ownership & Shareholders
EXCHANGE BANK SANTA ROSA CAL (EXSR) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cutler Capital Management, Llc is currently the largest disclosed institutional shareholder of EXSR tracked by InsiderSet, reporting ownership valued at approximately $12.36M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed EXSR value among the investors covered in this analysis. Major shareholders include Cutler Capital Management, Llc, Siena Capital Partners Gp, Llc, and several other long-term asset managers with concentrated positions in EXCHANGE BANK SANTA ROSA CAL (EXSR).
This page ranks the largest institutional EXSR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$23.90M
Largest Holder
Cutler Capital Management, Llc
Largest Position
$12.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cutler Capital Management, Llc | 3.21% | 74,934 | $12,364,110 | — | — | — | |
| Siena Capital Partners Gp, Llc | 2.79% | 69,895 | $11,532,675 | — | — | — |
Frequently asked questions about EXSR
Who are the largest institutional holders of EXSR?
The largest institutional holders of EXSR reported in the latest SEC Form 13F filings include Cutler Capital Management, Llc and Siena Capital Partners Gp, Llc. InsiderSet ranks institutional holders by their latest reported EXSR position.
What is EXSR institutional ownership?
This page tracks EXSR positions reported by institutional investment managers through SEC Form 13F. EXCHANGE BANK SANTA ROSA CAL (EXSR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EXSR?
InsiderSet currently tracks 2 institutional managers reporting EXSR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EXSR shareholders.
How much EXSR stock do institutions own?
Institutional investment managers disclosed approximately $23.90M in EXSR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EXSR institutional ownership last updated?
The latest EXSR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EXSR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EXSR position after the reporting date.
Are institutions buying or selling EXSR?
Institutional buying and selling can be analyzed by comparing EXSR positions across consecutive 13F reporting periods. InsiderSet's EXSR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EXSR ownership changes.
How has EXSR institutional ownership changed over time?
InsiderSet tracks EXSR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.