Montecito Bank & Trust
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 660,490
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/1/2026 | 272 | 660,490 | 13F-HR | Montecito Bank & Trust |
| Q2 2026 | 7/15/2026 | 271 | 668,406 | 13F-HR | Montecito Bank & Trust |
| Q1 2026 | 4/16/2026 | 266 | 607,349 | 13F-HR | Montecito Bank & Trust |
| Q4 2025 | 1/9/2026 | 265 | 627,260 | 13F-HR | Montecito Bank & Trust |
| Q3 2025 | 10/7/2025 | 274 | 643,864 | 13F-HR | Montecito Bank & Trust |
| Q2 2014 | 7/14/2014 | 146 | 165,545 | 13F-HR | Montecito Bank & Trust |
| Q1 2014 | 5/15/2014 | 138 | 158,807 | 13F-HR | Montecito Bank & Trust |
| Q4 2013 | 2/27/2014 | 140 | 160,284 | 13F-HR | Montecito Bank & Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 283.2 K | 42.9% | 2.113 K | 0 | 2.113 K |
| ETFs | 377.3 K | 57.1% | 0 | 10.04 K | -10.04 K |
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Fund Snapshot
Q3 2026
Latest filed
10/1/2026
Total value ($000)
660,490
Holdings
272
QoQ value change ($000)
-7,916
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.