Montecito Bank & Trust Sells in Q4 2025

Montecito Bank & Trust

  • $617 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-192
- 1.3%
$51.77 - $52.69 $9.94K - $10.1K
14.6K $757K
ICLN
Ishares

ETFs
-2K
- 15.21%
$15.78 - $18.1 $31.6K - $36.2K
11.1K $189K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-32
- 0.17%
$42.66 - $43.29 $1.37K - $1.39K
19.1K $814K
SBUX
Starbucks Corp

Consumer Cyclical
-150
- 3.53%
$78.46 - $87.26 $11.8K - $13.1K
4.1K $347K
WFC
Wells Fargo & Company

Financial Services
-93
- 0.9%
$77.62 - $87.3 $7.22K - $8.12K
10.2K $853K
FIS
Fidelity National Information Services, Inc.

Technology
-70
- 2.12%
$61.5 - $68.57 $4.31K - $4.8K
3.24K $207K
IEF
Ishares Barclays

ETFs
-50
- 1.01%
$96.12 - $97.72 $4.81K - $4.89K
4.9K $472K
DGX
Quest Diagnostics Inc

Healthcare
-35
- 1.39%
N/A
2.47K $339K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 0.46%
$321.8 - $337.95 $3.22K - $3.38K
2.16K $710K
Arista Networks Inc
-3.9K
- 33.48%
N/A
7.74K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 0.27%
$293.81 - $310.11 $4.41K - $4.65K
5.58K $1.7M
IXN
Ishares Global Information Tec

ETFs
-196
- 2.36%
$102.05 - $112.09 $20K - $22K
8.13K $859K
IAU
Ishares Gold Trust

ETFs
-190
- 4.97%
$72.65 - $82.5 $13.8K - $15.7K
3.63K $279K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-70
- 18.09%
$557.73 - $694.99 $39K - $48.6K
317 $219K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-65
- 4.58%
$325.34 - $368.61 $21.1K - $24K
1.35K $466K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-252
- 1.13%
$40.98 - $43.45 $10.3K - $10.9K
22K $928K
BMY
Bristol Myers Squibb CO

Healthcare
-309
- 2.46%
$42.6 - $49.08 $13.2K - $15.2K
12.3K $573K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-62
- 0.61%
$280.66 - $305.09 $17.4K - $18.9K
10.2K $2.87M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-550
- 2.4%
$58.83 - $63.18 $32.4K - $34.7K
22.3K $1.39M
CSCO
Cisco Systems, Inc.

Technology
-5.1K
- 11.45%
$67.46 - $78.0 $344K - $398K
39.5K $3.07M
CB
Chubb LTD

Financial Services
-33
- 1.32%
$268.2 - $296.22 $8.85K - $9.78K
2.48K $731K
IEFA
Ishares Tr

ETFs
-1.89K
- 1.41%
$86.09 - $89.88 $163K - $170K
132K $11.7M
DE
Deere & CO

Industrials
-33
- 1.31%
$439.11 - $480.78 $14.5K - $15.9K
2.48K $1.18M
MMM
3 M CO

Industrials
-20
- 0.51%
$148.75 - $171.6 $2.98K - $3.43K
3.91K $646K
IWD
Ishares Russell 1000 Val ETF

ETFs
-318
- 0.65%
$199.44 - $208.01 $63.4K - $66.1K
48.8K $10M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-105
- 0.39%
$92.24 - $96.56 $9.69K - $10.1K
27.1K $2.58M
PEP
Pepsico Inc

Consumer Defensive
-85
- 0.85%
$138.84 - $153.71 $11.8K - $13.1K
9.9K $1.46M
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.25%
$110.56 - $125.2 $1.55K - $1.75K
5.56K $690K
GLD
Spdr Gold Trust

ETFs
-71
- 1.31%
$354.79 - $403.15 $25.2K - $28.6K
5.36K $2.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-151
- 0.36%
$82.92 - $88.2 $12.5K - $13.3K
41.4K $3.63M
MCK
Mckesson Corp

Healthcare
-19
- 0.99%
$738.06 - $859.37 $14K - $16.3K
1.9K $1.6M
XLV
Select Sector Spdr Fund Health

ETFs
-227
- 1.8%
$141.95 - $152.82 $32.2K - $34.7K
12.4K $1.88M
IBM
International Business Machines Corp

Technology
-24
- 0.24%
$275.97 - $314.98 $6.62K - $7.56K
9.97K $2.96M
NEE
Nextera Energy Inc

Utilities
-30
- 0.19%
$78.18 - $86.03 $2.35K - $2.58K
15.5K $1.33M
JNJ
Johnson & Johnson

Healthcare
-77
- 0.44%
$185.98 - $199.58 $14.3K - $15.4K
17.4K $3.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 0.57%
$524.58 - $588.02 $8.92K - $10K
2.94K $1.67M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-727
- 1.0%
$67.07 - $73.01 $48.8K - $53.1K
72.1K $5.17M
GOOG
Alphabet Inc.

Communication Services
-1.12K
- 6.71%
$237.49 - $291.74 $265K - $325K
15.5K $4.43M
KO
Coca Cola CO

Consumer Defensive
-751
- 0.69%
$66.1 - $71.61 $49.6K - $53.8K
107K $7.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-582
- 0.78%
$459.47 - $491.71 $267K - $286K
74.2K $35M
LLY
Eli Lilly & CO

Healthcare
-574
- 5.85%
$799.57 - $1025.28 $459K - $589K
9.24K $9.44M
Activity Summary
Buys All Purchases 75 New Holdings 6 Increased Positions 69 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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