BANK OF STOCKTON - Portfolio overview

BANK OF STOCKTON has 152 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES: S&P 500 INDEX, 18.76%
2. IJH - ISHARES: S&P MIDCAP 400 INDEX, 11.56%
3. IJR - ISHARES: S&P SMALLCAP 600 INDEX, 5.03%

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

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