Edge Wealth Management LLC - Santa Cruz County Bank ownership

Santa Cruz County Bank's ticker is SCZC and the CUSIP is 801827106. A total of 2 filers reported holding Santa Cruz County Bank in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of Santa Cruz County Bank
ValueSharesWeighting
Q3 2020$4,505,000
+4.9%
123,769
+8.1%
1.04%
+27.4%
Q2 2020$4,293,000
+7.2%
114,469
+3.6%
0.81%
-6.3%
Q1 2020$4,005,000
-15.7%
110,469
+22.1%
0.87%
-8.5%
Q4 2019$4,750,000
+7.1%
90,469
+2.0%
0.95%
-7.0%
Q3 2019$4,434,000
+4.2%
88,6830.0%1.02%
+8.2%
Q2 2019$4,257,000
+0.2%
88,683
+2.3%
0.94%
-9.8%
Q1 2019$4,247,000
+7.4%
86,6830.0%1.05%
-6.2%
Q4 2018$3,953,000
-14.8%
86,6830.0%1.12%
+0.1%
Q3 2018$4,638,000
+11.9%
86,683
+1.6%
1.11%
+5.6%
Q2 2018$4,145,000
+1.2%
85,2830.0%1.06%
-2.9%
Q1 2018$4,094,000
-1.9%
85,2830.0%1.09%
-8.0%
Q4 2017$4,174,000
+23.7%
85,283
+10.0%
1.18%
+15.8%
Q3 2017$3,373,000
+4.2%
77,5300.0%1.02%
+0.2%
Q2 2017$3,237,000
+10.1%
77,530
+5.4%
1.02%
-0.1%
Q1 2017$2,941,000
+16.6%
73,530
+12.2%
1.02%
+6.7%
Q4 2016$2,523,000
+23.2%
65,5300.0%0.96%
+9.8%
Q3 2016$2,048,000
+1.0%
65,530
+0.2%
0.87%
+3.2%
Q2 2016$2,028,000
+3.9%
65,430
+2.2%
0.84%
-4.6%
Q1 2016$1,952,000
+6.7%
64,0000.0%0.88%
+28.3%
Q4 2015$1,830,000
+5.9%
64,0000.0%0.69%
+6.0%
Q3 2015$1,728,000
+9.4%
64,000
+1.3%
0.65%
+20.3%
Q2 2015$1,580,000
+35.9%
63,200
+26.4%
0.54%
+38.4%
Q1 2015$1,163,000
+8.5%
50,0000.0%0.39%
-0.5%
Q4 2014$1,072,000
+3.6%
50,0000.0%0.39%
-1.5%
Q3 2014$1,035,000
+7.1%
50,0000.0%0.40%
-0.7%
Q2 2014$966,000
+1.7%
50,0000.0%0.40%
+1.0%
Q1 2014$950,000
+7.1%
50,0000.0%0.40%
-2.9%
Q4 2013$887,000
-1.6%
50,0000.0%0.41%
-25.5%
Q3 2013$901,000
+1.8%
50,0000.0%0.55%
-7.1%
Q2 2013$885,00050,0000.59%
Other shareholders
Santa Cruz County Bank shareholders Q4 2020
NameSharesValueWeighting ↓
Edge Wealth Management LLC 65,530$2,523,0000.96%
BANC FUNDS CO LLC 10,878$430,0000.02%
View complete list of Santa Cruz County Bank shareholders