Exchange Bank - Portfolio overview

Exchange Bank has 128 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. MUB - ISHARES NATIONAL AMT-FREE MUNI, 5.16%
2. CAT - CATERPILLAR INC, 4.90%
3. CVX - CHEVRON CORP, 4.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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