$421 Million is the total value of Montecito Bank & Trust's 236 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 25.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETF | $21,938,000 | -26.2% | 100,314 | -6.3% | 5.21% | -6.3% |
| NEAR | Sell | ISHARES SHORT MATURITY BOND ETF | $16,682,000 | -14.0% | 338,640 | -13.5% | 3.96% | +9.1% |
| MSFT | Sell | MICROSOFT CORP | $12,702,000 | -25.3% | 49,454 | -10.4% | 3.02% | -5.3% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETF | $10,336,000 | -12.8% | 71,297 | -0.2% | 2.45% | +10.6% |
| GOVT | Sell | ISHARES CORE US TREASURY BOND ETF | $9,087,000 | -33.6% | 380,205 | -30.8% | 2.16% | -15.7% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETF | $8,895,000 | -19.5% | 39,318 | -4.5% | 2.11% | +2.1% |
| USMV | Sell | ISHARES TR MIN VOL USA ETF | $8,300,000 | -34.0% | 118,213 | -27.1% | 1.97% | -16.3% |
| KO | Sell | COCA-COLA CO/THE | $7,261,000 | -1.3% | 115,420 | -2.7% | 1.72% | +25.3% |
| SPY | Sell | SPDR S&P 500 ETF TRUST | $6,907,000 | -20.3% | 18,309 | -4.6% | 1.64% | +1.1% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETF | $6,513,000 | -15.5% | 110,668 | -0.2% | 1.55% | +7.2% |
| IJR | Sell | ISHARES CORE S&P SMALL-CAP ETF | $5,699,000 | -20.3% | 61,677 | -7.0% | 1.35% | +1.0% |
| NVDA | Sell | NVIDIA CORP | $5,660,000 | -55.4% | 37,336 | -19.7% | 1.34% | -43.5% |
| ABBV | Sell | ABBVIE INC | $5,635,000 | -30.4% | 36,791 | -26.3% | 1.34% | -11.7% |
| CWI | Sell | SPDR MSCI ACWI EX-US | $5,344,000 | -48.4% | 224,721 | -40.3% | 1.27% | -34.5% |
| COST | Sell | COSTCO WHOLESALE CORP | $5,022,000 | -34.0% | 10,479 | -20.6% | 1.19% | -16.2% |
| GOOGL | Sell | ALPHABET INC-CL A | $4,962,000 | -28.3% | 2,277 | -8.6% | 1.18% | -9.1% |
| CVX | Sell | CHEVRON CORP | $4,682,000 | -11.1% | 32,341 | -0.0% | 1.11% | +12.7% |
| QQQ | Sell | INVESCO QQQ TRUST | $4,111,000 | -31.7% | 14,668 | -11.7% | 0.98% | -13.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,017,000 | -12.0% | 22,632 | -12.1% | 0.95% | +11.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,900,000 | -25.6% | 34,634 | -9.9% | 0.93% | -5.6% |
| LLY | Sell | ELI LILLY & CO | $3,827,000 | +11.9% | 11,803 | -1.2% | 0.91% | +41.9% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORP BOND ETF | $3,615,000 | -35.7% | 89,149 | -30.3% | 0.86% | -18.4% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETF | $3,611,000 | -24.9% | 17,503 | -6.9% | 0.86% | -4.8% |
| PFE | Sell | PFIZER INC | $3,440,000 | -6.4% | 65,618 | -7.5% | 0.82% | +18.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,290,000 | -21.2% | 64,834 | -20.9% | 0.78% | 0.0% |
| PG | Sell | PROCTER & GAMBLE CO/THE | $3,074,000 | -16.5% | 21,379 | -11.3% | 0.73% | +6.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETF | $3,009,000 | -43.9% | 17,768 | -32.0% | 0.71% | -28.8% |
| PFF | Sell | ISHARES S&P PREF STK ETF | $2,876,000 | -65.8% | 87,463 | -62.1% | 0.68% | -56.6% |
| IYW | Sell | ISHARES DJ US TECHNOLOGY SEC ETF | $2,824,000 | -22.6% | 35,329 | -0.2% | 0.67% | -1.9% |
| CWB | Sell | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2,779,000 | -41.8% | 43,055 | -30.7% | 0.66% | -26.2% |
| XLB | Sell | MATERIALS SELECT SPDR FUND | $2,693,000 | -39.6% | 36,588 | -27.7% | 0.64% | -23.5% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR | $2,674,000 | -8.2% | 20,856 | -1.9% | 0.64% | +16.5% |
| CVS | Sell | CVS HEALTH CORP | $2,644,000 | -28.6% | 28,534 | -22.0% | 0.63% | -9.4% |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR | $2,496,000 | -38.1% | 35,585 | -34.3% | 0.59% | -21.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,464,000 | -35.6% | 4,534 | -30.0% | 0.58% | -18.3% |
| ITOT | Sell | ISHARES CORE S&P US STOCK MARKET ETF | $2,414,000 | -17.8% | 28,822 | -1.0% | 0.57% | +4.2% |
| V | Sell | VISA INC-CLASS A SHARES | $2,298,000 | -12.4% | 11,673 | -1.3% | 0.54% | +11.0% |
| PEP | Sell | PEPSICO INC | $2,101,000 | -12.7% | 12,608 | -12.3% | 0.50% | +10.9% |
| ENB | Sell | ENBRIDGE INC | $2,028,000 | -38.7% | 48,002 | -33.1% | 0.48% | -22.3% |
| GOOG | Sell | ALPHABET INC-CL C | $1,938,000 | -28.2% | 886 | -8.3% | 0.46% | -8.9% |
| IXN | Sell | ISHARES S&P GLOBAL TECHNOLOGY SECTOR | $1,875,000 | -22.7% | 41,035 | -1.9% | 0.44% | -2.0% |
| NEE | Sell | NEXTERA ENERGY INC | $1,786,000 | -39.4% | 23,062 | -33.7% | 0.42% | -23.0% |
| MRK | Sell | MERCK & CO. INC. | $1,742,000 | +11.1% | 19,103 | -0.0% | 0.41% | +41.0% |
| SMH | Sell | VANECK VECTORS SEMICONDUCTOR ETF | $1,719,000 | -55.7% | 8,435 | -41.3% | 0.41% | -43.7% |
| IBM | Sell | INTL BUSINESS MACHINES CORP | $1,612,000 | -6.3% | 11,420 | -13.7% | 0.38% | +18.9% |
| CSCO | Sell | CISCO SYSTEMS INC | $1,607,000 | -43.5% | 37,670 | -26.1% | 0.38% | -28.4% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR | $1,554,000 | -42.5% | 49,397 | -29.9% | 0.37% | -27.1% |
| MCD | Sell | MCDONALD'S CORP | $1,498,000 | -0.2% | 6,069 | -0.0% | 0.36% | +26.7% |
| SCHW | Sell | SCHWAB (CHARLES) CORP | $1,490,000 | -50.1% | 23,586 | -33.3% | 0.35% | -36.6% |
| DE | Sell | DEERE & CO | $1,466,000 | -50.8% | 4,895 | -31.7% | 0.35% | -37.5% |
| FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETF | $1,459,000 | -25.5% | 59,275 | -16.0% | 0.35% | -5.7% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF | $1,445,000 | -25.6% | 27,353 | -12.3% | 0.34% | -5.5% |
| IWR | Sell | ISHARES RUSSELL MIDCAP ETF | $1,441,000 | -17.5% | 22,296 | -0.3% | 0.34% | +4.6% |
| HD | Sell | HOME DEPOT INC | $1,353,000 | -13.2% | 4,933 | -5.2% | 0.32% | +9.9% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,327,000 | -26.8% | 27,068 | -17.1% | 0.32% | -7.1% |
| IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,313,000 | -52.9% | 28,045 | -50.1% | 0.31% | -40.1% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $1,300,000 | -50.5% | 10,008 | -41.8% | 0.31% | -37.2% |
| JCI | Sell | JOHNSON CONTROLS INTERNATIONAL | $1,249,000 | -59.5% | 26,079 | -44.6% | 0.30% | -48.8% |
| XLY | Sell | CONSUMER DISCRETIONARY SELT | $1,225,000 | -26.2% | 8,911 | -0.7% | 0.29% | -6.4% |
| IVE | Sell | ISHARES S&P 500 VALUE ETF | $1,222,000 | -18.9% | 8,890 | -8.1% | 0.29% | +2.8% |
| COP | Sell | CONOCOPHILLIPS | $1,214,000 | -11.8% | 13,524 | -1.7% | 0.29% | +11.6% |
| INTC | Sell | INTEL CORP | $1,211,000 | -46.3% | 32,353 | -28.9% | 0.29% | -32.0% |
| GLD | Sell | SPDR GOLD TRUST | $1,176,000 | -7.0% | 6,981 | -0.3% | 0.28% | +17.7% |
| MMM | Sell | 3M CO | $1,174,000 | -25.4% | 9,077 | -14.1% | 0.28% | -5.4% |
| PSCH | Sell | INVESCO S&P SMALLCAP HEALTH CARE ETF | $1,156,000 | -16.6% | 8,447 | -1.9% | 0.27% | +5.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,121,000 | +0.5% | 2,183 | -0.1% | 0.27% | +27.3% |
| MCK | Sell | MCKESSON CORP | $1,113,000 | +4.3% | 3,411 | -2.1% | 0.26% | +32.0% |
| WMT | Sell | WALMART INC | $1,104,000 | -18.9% | 9,079 | -0.6% | 0.26% | +2.7% |
| ESGE | Sell | ISHARES MSCI EM ESG OPTIMIZED | $1,097,000 | -12.7% | 33,949 | -0.7% | 0.26% | +10.6% |
| ECL | Sell | ECOLAB INC | $1,092,000 | -16.8% | 7,105 | -4.4% | 0.26% | +5.7% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUST | $1,084,000 | -16.4% | 2,621 | -0.8% | 0.26% | +6.2% |
| FISV | Sell | FISERV INC | $1,046,000 | -13.8% | 11,765 | -1.7% | 0.25% | +9.3% |
| EMR | Sell | EMERSON ELECTRIC CO | $1,026,000 | -20.2% | 12,894 | -1.7% | 0.24% | +1.2% |
| CF | Sell | CF INDUSTRIES HOLDINGS INC | $886,000 | -18.7% | 10,333 | -2.3% | 0.21% | +2.9% |
| ACWI | Sell | ISHARES MSCI ACWI ETF | $862,000 | -22.2% | 10,280 | -7.4% | 0.20% | -1.0% |
| DHR | Sell | DANAHER CORP | $858,000 | -59.0% | 3,386 | -52.6% | 0.20% | -48.0% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR | $849,000 | -22.1% | 11,767 | -18.1% | 0.20% | -1.0% |
| ITW | Sell | ILLINOIS TOOL WORKS | $846,000 | -13.4% | 4,643 | -0.5% | 0.20% | +9.8% |
| AMP | Sell | AMERIPRISE FINANCIAL INC | $814,000 | -39.3% | 3,424 | -23.3% | 0.19% | -23.1% |
| QCOM | Sell | QUALCOMM INC | $801,000 | -23.9% | 6,270 | -8.9% | 0.19% | -3.6% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US | $798,000 | -50.5% | 15,975 | -42.9% | 0.19% | -37.2% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $768,000 | -10.3% | 2,587 | -0.2% | 0.18% | +13.8% |
| FB | Sell | META PLATFORMS INC | $768,000 | -41.2% | 4,763 | -18.9% | 0.18% | -25.4% |
| CB | Sell | CHUBB LTD | $763,000 | -9.4% | 3,882 | -1.4% | 0.18% | +14.6% |
| PM | Sell | PHILIP MORRIS INTERNATIONAL | $761,000 | -58.7% | 7,715 | -60.7% | 0.18% | -47.5% |
| LKQ | Sell | LKQ CORPORATION | $723,000 | +7.9% | 14,733 | -0.1% | 0.17% | +37.6% |
| KMB | Sell | KIMBERLY-CLARK CORP | $719,000 | -3.6% | 5,315 | -12.3% | 0.17% | +22.1% |
| ORCL | Sell | ORACLE CORP | $713,000 | -47.6% | 10,206 | -37.9% | 0.17% | -33.5% |
| EMB | Sell | ISHARES JPMORGAN USD EMERGING MKTS BOND ETF | $685,000 | -30.4% | 8,032 | -20.2% | 0.16% | -11.4% |
| IJK | Sell | ISHARES S&P MIDCAP 400/GRWTH ETF | $654,000 | -18.4% | 10,260 | -1.0% | 0.16% | +3.3% |
| DEM | Sell | WISDOMTREE EMERGING MARKETS | $654,000 | -21.6% | 17,666 | -7.3% | 0.16% | -0.6% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX PACIFIC ETF | $643,000 | -18.9% | 10,131 | -5.4% | 0.15% | +3.4% |
| IJT | Sell | ISHARES S&P SMALLCAP/600 GROWTH ETF | $640,000 | -20.0% | 6,075 | -5.1% | 0.15% | +1.3% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $633,000 | -58.1% | 17,742 | -46.1% | 0.15% | -46.8% |
| GIS | Sell | GENERAL MILLS INC | $632,000 | +10.5% | 8,371 | -0.9% | 0.15% | +40.2% |
| XLK | Sell | TECHNOLOGY SELECT SECT SPDR | $632,000 | -23.2% | 4,969 | -4.0% | 0.15% | -2.6% |
| UPS | Sell | UNITED PARCEL SERVICE-CL B | $617,000 | -26.4% | 3,378 | -13.5% | 0.15% | -7.0% |
| SO | Sell | SOUTHERN CO/THE | $606,000 | -7.5% | 8,497 | -5.9% | 0.14% | +17.1% |
| VLO | Sell | VALERO ENERGY CORP | $592,000 | +2.8% | 5,565 | -2.0% | 0.14% | +30.6% |
| XSOE | Sell | WISDOMTREE EM EX-STATE-OWNED ENTERPRISES | $562,000 | -12.9% | 19,625 | -0.6% | 0.13% | +9.9% |
| HACK | Sell | ETFMG PRIME CYBER SECURITY ETF | $515,000 | -24.0% | 11,250 | -2.6% | 0.12% | -3.9% |
| NVS | Sell | NOVARTIS AG-SPONSORED ADR | $371,000 | -7.2% | 4,388 | -3.8% | 0.09% | +17.3% |
| VFC | Sell | VF CORP | $368,000 | -28.3% | 8,349 | -7.4% | 0.09% | -9.4% |
| GILD | Sell | GILEAD SCIENCES INC | $367,000 | +3.7% | 5,924 | -0.5% | 0.09% | +31.8% |
| MU | Sell | MICRON TECHNOLOGY INC | $357,000 | -30.1% | 6,465 | -1.4% | 0.08% | -11.5% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $360,000 | -20.0% | 2,344 | -4.4% | 0.08% | +1.2% |
| T | Sell | AT&T INC | $353,000 | -21.4% | 16,823 | -11.5% | 0.08% | 0.0% |
| TFC | Sell | TRUIST FINANCIAL CORPORATION | $341,000 | -25.7% | 7,196 | -11.1% | 0.08% | -5.8% |
| CMI | Sell | CUMMINS INC | $338,000 | -65.6% | 1,748 | -63.5% | 0.08% | -56.5% |
| F | Sell | FORD MOTOR CO | $285,000 | -34.6% | 25,600 | -0.8% | 0.07% | -17.1% |
| LTPZ | Sell | PIMCO 15 YEAR US TIPS INDEX FUND | $249,000 | -22.2% | 3,826 | -1.4% | 0.06% | -1.7% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $241,000 | -14.2% | 1,152 | -0.9% | 0.06% | +7.5% |
| EEM | Sell | ISHARES MSCI EMERGING MKT ETF | $242,000 | -28.6% | 6,045 | -19.3% | 0.06% | -9.5% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $231,000 | -34.2% | 2,201 | -12.5% | 0.06% | -16.7% |
| XYL | Sell | XYLEM INC | $227,000 | -27.9% | 2,908 | -21.3% | 0.05% | -8.5% |
| DOW | Sell | DOW INC COM | $213,000 | -22.0% | 4,141 | -3.5% | 0.05% | 0.0% |
| EFG | Sell | ISHARES TR EAFE GROWTH ETF | $202,000 | -21.1% | 2,511 | -5.6% | 0.05% | 0.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $203,000 | -6.0% | 470 | -3.7% | 0.05% | +20.0% |
| KGC | Exit | KINROSS GOLD CORP COM ADR | $0 | – | -10,000 | -100.0% | -0.01% | – |
| QUOT | Exit | QUOTIENT TECHNOLOGY INC | $0 | – | -25,600 | -100.0% | -0.03% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -542 | -100.0% | -0.04% | – |
| TRTN | Exit | TRITON INTERNATIONAL LTD | $0 | – | -2,870 | -100.0% | -0.04% | – |
| MTUM | Exit | ISHARES EDGE MSCI USA MOMENT | $0 | – | -1,197 | -100.0% | -0.04% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -741 | -100.0% | -0.04% | – |
| CME | Exit | CME GROUP INC | $0 | – | -888 | -100.0% | -0.04% | – |
| EOG | Exit | EOG RESOURCES INC | $0 | – | -1,725 | -100.0% | -0.04% | – |
| CTAS | Exit | CINTAS CORP | $0 | – | -493 | -100.0% | -0.04% | – |
| LIN | Exit | LINDE PLC COM | $0 | – | -667 | -100.0% | -0.04% | – |
| AMLP | Exit | ALERIAN MLP ETF | $0 | – | -5,990 | -100.0% | -0.04% | – |
| OGN | Exit | Organon & Co | $0 | – | -6,707 | -100.0% | -0.04% | – |
| FCX | Exit | FREEPORT-MCMORAN INC | $0 | – | -4,845 | -100.0% | -0.04% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -1,947 | -100.0% | -0.05% | – |
| SPSB | Exit | SPDR SER TR PORTFOLIO SHORT ETF | $0 | – | -8,566 | -100.0% | -0.05% | – |
| IWV | Exit | ISHARES RUSSELL 3000 ETF | $0 | – | -1,004 | -100.0% | -0.05% | – |
| CRNC | Exit | CERENCE INC | $0 | – | -7,450 | -100.0% | -0.05% | – |
| CLX | Exit | CLOROX COMPANY | $0 | – | -2,040 | -100.0% | -0.05% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -10,000 | -100.0% | -0.06% | – |
| FTDR | Exit | FRONTDOOR INC | $0 | – | -9,950 | -100.0% | -0.06% | – |
| PYPL | Exit | PAYPAL HOLDINGS INC | $0 | – | -2,883 | -100.0% | -0.06% | – |
| SP | Exit | SP PLUS CORP | $0 | – | -10,600 | -100.0% | -0.06% | – |
| VRNT | Exit | VERINT SYSTEMS INC | $0 | – | -6,500 | -100.0% | -0.06% | – |
| BV | Exit | BRIGHTVIEW HLDGS INC | $0 | – | -27,000 | -100.0% | -0.07% | – |
| TMX | Exit | TERMINIX GLOBAL HOLDINGS INC | $0 | – | -8,500 | -100.0% | -0.07% | – |
| APG | Exit | API GROUP CORP | $0 | – | -20,000 | -100.0% | -0.08% | – |
| PLOW | Exit | DOUGLAS DYNAMICS INC | $0 | – | -12,600 | -100.0% | -0.08% | – |
| KN | Exit | KNOWLES CORP | $0 | – | -22,000 | -100.0% | -0.09% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -8,350 | -100.0% | -0.09% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -8,800 | -100.0% | -0.10% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN | $0 | – | -15,050 | -100.0% | -0.11% | – |
| EVR | Exit | EVERCORE PARTNERS INC-CL A | $0 | – | -5,356 | -100.0% | -0.11% | – |
| TWNK | Exit | HOSTESS BRANDS INC | $0 | – | -28,500 | -100.0% | -0.12% | – |
| CTLT | Exit | CATALENT INC | $0 | – | -6,006 | -100.0% | -0.12% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CORP | $0 | – | -17,195 | -100.0% | -0.13% | – |
| HI | Exit | HILLENBRAND INC | $0 | – | -15,500 | -100.0% | -0.13% | – |
| EXLS | Exit | EXLSERVICE HOLDINGS INC | $0 | – | -5,100 | -100.0% | -0.14% | – |
| EPAY | Exit | BOTTOMLINE TECH DEL INC | $0 | – | -14,000 | -100.0% | -0.15% | – |
| SSTK | Exit | SHUTTERSTOCK INC | $0 | – | -12,100 | -100.0% | -0.21% | – |
| GM | Exit | GENERAL MOTORS CO | $0 | – | -28,420 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH IN | 43 | Q4 2023 | 11.8% |
| ISHARES CORE S&P MID-CAP ETF | 43 | Q4 2023 | 7.6% |
| ISHARES RUSSELL 1000 VALUE ETF | 43 | Q4 2023 | 6.8% |
| ISHARES MSCI EAFE INDEX FUND | 43 | Q4 2023 | 10.6% |
| SPDR S&P 500 ETF TRUST | 43 | Q4 2023 | 6.4% |
| MICROSOFT CORP | 43 | Q4 2023 | 3.8% |
| ISHARES RUSSELL 2000 GROWTH IN | 43 | Q4 2023 | 2.8% |
| COCA-COLA CO/THE | 43 | Q4 2023 | 2.1% |
| ISHARES RUSSELL 2000 INDEX FUN | 43 | Q4 2023 | 2.4% |
| ISHARES CORE S&P 500 ETF | 43 | Q4 2023 | 2.5% |
View Montecito Bank & Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-25 |
View Montecito Bank & Trust's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.