Montecito Bank & Trust
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 627,260
- 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 |
|---|---|---|---|---|---|
| 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 | 627.3 K | 100.0% | 0 | 16.6 K | -16.6 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
627,260
Holdings
265
QoQ value change ($000)
-16,604
(-2.6%)
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.