13F Insight
DOSSIER · 13F-HR · Q2 2026

BANK OF STOCKTON

$356M in tracked AUM across 137 positions as of Q2 2026.

BO
CIK 0001387723 · last filed Jun 30, 2026
Total AUM
$356M
as of Q2 2026
Holdings
137
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BANK OF STOCKTON filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES: S&P 500 INDEX
$63M85K17.8%02
IJH
ISHARES: S&P MIDCAP 400 INDEX
$40M519K11.2%03
IJR
ISHARES: S&P SMALLCAP 600 INDEX
$18M125K5.2%04
MU
MICRON TECHNOLOGY INC
$16M14K4.4%05
AAPL
APPLE COMPUTER INC
$12M42K3.4%06
KLAC
KLA CORP
$10M34K2.9%07
GOOGL
ALPHABET INC CL A
$10M29K2.9%08
IEMG
ISHARES: Core MSCI Emerging Mar
$10M115K2.7%09
IVE
ISHARES: S&P 500 VALUE INDEX
$9M41K2.6%10
SCZ
ISHARES: MSCI EAFE SMALL CAP
$7M89K2.1%

Filing history

2026Q2Jun 30
$356M▲ 10.2%
137 positionsView →2026Q1Mar 31
$323M▼ 7.4%
144 positionsView →2025Q4Dec 31
$349M▼ 0.4%
145 positionsView →2025Q3Sep 30
$351M▲ 4.5%
152 positionsView →2025Q2Jun 30
$336M▲ 7.0%
153 positionsLocked2025Q1Mar 31
$314M▼ 4.6%
153 positionsLocked2024Q4Dec 31
$329M▼ 0.8%
155 positionsLocked2024Q3Sep 30
$332M▲ 5.1%
157 positionsLocked2024Q2Jun 30
$315M▼ 2.6%
144 positionsLocked2024Q1Mar 31
$324M▲ 7.4%
139 positionsLocked2023Q4Dec 31
$302M▲ 12.8%
136 positionsLocked2023Q3Sep 30
$268M▼ 8.1%
131 positionsLocked
Showing 12 of 56