Montecito Bank & Trust Purchases and Sells in Q4 2025

Montecito Bank & Trust

$617 Million
Q4 2025

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	9.43K + 193.49%	$600.51 - $631.95 $5.66M - $5.96M	14.3K $8.84M
NOW	2.36K + 246.56%	$835.79 - $946.29 $1.97M - $2.24M	3.32K $2.77M
XLY	6.9K + 100.0%	$228.75 - $242.18 $1.58M - $1.67M	13.8K $3.19M
IUSB	24.8K + 40.84%	$46.57 - $47.16 $1.15M - $1.17M	85.3K $3.98M
XLU	11.9K + 99.15%	$87.89 - $92.9 $1.05M - $1.11M	24K $2.13M
VGIT	13.3K + 17.83%	$59.84 - $60.54 $797K - $806K	88K $5.28M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBRA	40K New	$17.23 - $19.16 $689K - $766K	40K $746K
RSP	1.74K New	$185.12 - $192.11 $323K - $335K	1.74K $326K
ROK	663 New	$333.75 - $394.54 $221K - $262K	663 $250K
TLH	2.19K New	$102.37 - $105.36 $224K - $231K	2.19K $224K
CTSH	2.94K New	$65.47 - $74.66 $193K - $220K	2.94K $213K
Calvert US Mid-Cap Core Respons	7.35K New	N/A	7.35K $0

Top Sells

Reduced Positions

142 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-19.2K - 9.87%	$179.83 - $207.04 $3.45M - $3.98M	175K $32.7M
MSFT	-4.12K - 8.8%	$496.82 - $542.07 $2.05M - $2.23M	42.7K $21.6M
ESGD	-20.1K - 65.96%	$91.84 - $96.06 $1.85M - $1.93M	10.4K $983K
AVGO	-4.52K - 20.25%	$324.63 - $385.98 $1.47M - $1.74M	17.8K $6.09M
JPM	-2.28K - 8.0%	$294.11 - $320.41 $670K - $730K	26.2K $7.87M
COST	-853 - 9.24%	$910.94 - $954.99 $777K - $815K	8.37K $7.64M

Activity Summary All Purchases 75 New Holdings 6 Increased Positions 69 All Sells 142 Reductions 142 Sold out 0 Calls 0 Puts 0

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