Montecito Bank & Trust
Montecito Bank & Trust reported 271 positions worth $668.4M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: IWF (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWF | SH | $35.5M | 5.31% | 285,911 | — | — | |
| ▸ 2 | NVDA | SH | $31.8M | 4.75% | 158,811 | — | — | |
| ▸ 3 | IVV | SH | $19.3M | 2.89% | 25,770 | — | — | |
| ▸ 4 | MSFT | SH | $15.2M | 2.28% | 40,780 | — | — | |
| ▸ 5 | BIV | SH | $15.2M | 2.27% | 197,632 | — | — | |
| ▸ 6 | AGG | SH | $14.9M | 2.24% | 150,950 | — | — | |
| ▸ 7 | GOOGL | SH | $14.7M | 2.20% | 41,061 | — | — | |
| ▸ 8 | VGSH | SH | $14.4M | 2.15% | 246,743 | — | — | |
| ▸ 9 | SPY | SH | $14.2M | 2.13% | 19,054 | — | — | |
| ▸ 10 | IEFA | SH | $13.8M | 2.07% | 143,342 | — | — |
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Frequently Asked Questions
What stocks does Montecito Bank & Trust hold as of Q2 2026?
Montecito Bank & Trust reported 271 positions worth $668.4M in its Q2 2026 13F filing. Largest positions: IWF (5.3%), NVDA (4.8%), IVV (2.9%), MSFT (2.3%) and BIV (2.3%).
What did Montecito Bank & Trust buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Montecito Bank & Trust sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.