Montecito Bank & Trust Purchases and Sells in Q3 2025

Montecito Bank & Trust

$635 Million
Q3 2025

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	425 + 0.8%	$174.36 - $254.72 $74.1K - $108K	53.4K $13M
AVGO	1.2K + 5.66%	$264.74 - $369.57 $316K - $442K	22.3K $7.36M
IVV	1.55K + 6.08%	$620.67 - $670.08 $961K - $1.04M	27K $18.1M
IEFA	14.8K + 12.41%	$81.7 - $87.53 $1.21M - $1.29M	134K $11.7M
EFV	14.8K + 18.96%	$62.79 - $68.42 $930K - $1.01M	93K $6.31M
JPIE	36.4K + 157.64%	$46.01 - $46.55 $1.68M - $1.7M	59.5K $2.76M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTK	25.8K New	$19.57 - $19.98 $506K - $516K	25.8K $513K
IBTL	18.6K New	$20.18 - $20.7 $376K - $386K	18.6K $384K
CSX	10.5K New	$32.05 - $36.52 $335K - $382K	10.5K $371K
KIM	15.8K New	$20.74 - $22.79 $328K - $360K	15.8K $345K
STX	1.31K New	$142.01 - $236.06 $186K - $309K	1.31K $309K
SHOP	2K New	$112.11 - $157.12 $224K - $314K	2K $297K

Top Sells

Reduced Positions

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-34.5K - 85.06%	$103.24 - $106.68 $3.56M - $3.68M	6.06K $645K
ESGU	-14.4K - 52.44%	$134.94 - $145.86 $1.94M - $2.1M	13.1K $1.9M
LLY	-596 - 5.73%	$625.65 - $812.69 $373K - $484K	9.81K $7.49M
VGSH	-16.1K - 6.71%	$58.43 - $58.88 $939K - $946K	223K $13.1M
BIV	-13.4K - 6.5%	$76.16 - $78.59 $1.02M - $1.05M	192K $15M
UNP	-2.61K - 19.36%	$214.91 - $237.16 $562K - $620K	10.9K $2.57M

Activity Summary All Purchases 121 New Holdings 9 Increased Positions 112 All Sells 132 Reductions 132 Sold out 0 Calls 0 Puts 0

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