Skip to main content

Montecito Bank & Trust

SEC CIK
0001422508
Latest filing
Oct 1, 2026

FISV holding history

Fiserv 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.

FISV overviewAll 13F holders of FISVFull Q3 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of FISV by Montecito Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−9,201−100.0%Sold outHolders
Q3 20259,201$1.19M0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20259,811$2.17M0.4%+36+0.4%AddedHolders
Q4 20249,775$2.01M0.3%00.0%UnchangedHolders
Q3 20249,775$1.76M0.3%+25+0.3%AddedHolders
Q2 20249,750$1.45M0.3%00.0%UnchangedHolders
Q1 20249,750$1.56M0.3%−641−6.2%ReducedHolders
Q4 202310,391$1.38M0.3%+61+0.6%AddedHolders
Q3 202310,330$1.17M0.3%−35−0.3%ReducedHolders
Q2 202310,365$1.31M0.3%−79−0.8%ReducedHolders
Q1 202310,444$1.18M0.3%−516−4.7%ReducedHolders
Q4 202210,960$1.11M0.3%−963−8.1%ReducedHolders
Q3 202211,923$1.12M0.3%+158+1.3%AddedHolders
Q2 202211,765$1.05M0.2%−205−1.7%ReducedHolders
Q1 202211,970$1.21M0.2%−137−1.1%ReducedHolders
Q4 202112,107$1.26M0.2%−1,081−8.2%ReducedHolders
Q3 202113,188$1.43M0.3%+29+0.2%AddedHolders
Q2 202113,159$1.41M0.3%+775+6.3%AddedHolders
Q1 202112,384$1.47M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.