Montecito Bank & Trust
- SEC CIK
- 0001422508
- Latest filing
- Oct 1, 2026
AMP holding history
Ameriprise Financial Inc in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AMP overviewAll 13F holders of AMPFull Q3 2026 holdings
- Shares (Q3 2026)
- 3,679
- Value
- $1.81M
- % of portfolio
- 0.3%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 3,679 | $1.81M | 0.3% | +80+2.2% | Added | Holders |
| Q2 2026 | 3,599 | $1.65M | 0.2% | −152−4.1% | Reduced | Holders |
| Q1 2026 | 3,751 | $1.67M | 0.3% | −641−14.6% | Reduced | Holders |
| Q4 2025 | 4,392 | $2.15M | 0.3% | −1,031−19.0% | Reduced | Holders |
| Q3 2025 | 5,423 | $2.66M | 0.4% | – | No prior filing | Holders |
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 5,433 | $2.63M | 0.5% | −30−0.5% | Reduced | Holders |
| Q4 2024 | 5,463 | $2.91M | 0.5% | +222+4.2% | Added | Holders |
| Q3 2024 | 5,241 | $2.46M | 0.4% | +1,358+35.0% | Added | Holders |
| Q2 2024 | 3,883 | $1.66M | 0.3% | +163+4.4% | Added | Holders |
| Q1 2024 | 3,720 | $1.63M | 0.3% | +201+5.7% | Added | Holders |
| Q4 2023 | 3,519 | $1.34M | 0.3% | +351+11.1% | Added | Holders |
| Q3 2023 | 3,168 | $1.04M | 0.2% | +367+13.1% | Added | Holders |
| Q2 2023 | 2,801 | $930.4K | 0.2% | −42−1.5% | Reduced | Holders |
| Q1 2023 | 2,843 | $871.4K | 0.2% | −154−5.1% | Reduced | Holders |
| Q4 2022 | 2,997 | $933.0K | 0.2% | −139−4.4% | Reduced | Holders |
| Q3 2022 | 3,136 | $790.0K | 0.2% | −288−8.4% | Reduced | Holders |
| Q2 2022 | 3,424 | $814.0K | 0.2% | −1,038−23.3% | Reduced | Holders |
| Q1 2022 | 4,462 | $1.34M | 0.3% | +9+0.2% | Added | Holders |
| Q4 2021 | 4,453 | $1.34M | 0.2% | −32−0.7% | Reduced | Holders |
| Q3 2021 | 4,485 | $1.19M | 0.2% | −46−1.0% | Reduced | Holders |
| Q2 2021 | 4,531 | $1.13M | 0.2% | +115+2.6% | Added | Holders |
| Q1 2021 | 4,416 | $1.03M | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.