BANK OF STOCKTON quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, BANK OF STOCKTON opened 1 positions, added to 4, reduced 14, sold out of 1 and left 3 unchanged. The largest increase in value was IVV (+$3,733,569); the largest decrease was IVE (-$1,323,668).
- IEMG: Country of operation —; Class Equities; Shares 2026-03-31 114,429; Shares 2026-06-30 115,265.
- VTI: Country of operation —; Class Equities; Shares 2026-03-31 8,850; Shares 2026-06-30 9,112.
- VUG: Country of operation —; Class Equities; Shares 2026-03-31 820; Shares 2026-06-30 4,920.
- IWF: Country of operation —; Class Equities; Shares 2026-03-31 880; Shares 2026-06-30 3,320.
Two Form 13F-HR filings compared (SEC CIK 1387723): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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