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Montecito Bank & Trust

SEC CIK
0001422508
Latest filing
Oct 1, 2026

PSA holding history

Public Storage 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.

PSA overviewAll 13F holders of PSAFull Q3 2026 holdings

Shares (Q3 2026)
2,473
Value
$699.5K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of PSA by Montecito Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,473$699.5K0.1%+75+3.1%AddedHolders
Q2 20262,398$763.3K0.1%+45+1.9%AddedHolders
Q1 20262,353$637.4K0.1%−201−7.9%ReducedHolders
Q4 20252,554$662.8K0.1%−1,058−29.3%ReducedHolders
Q3 20253,612$1.04M0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20253,365$1.01M0.2%−51−1.5%ReducedHolders
Q4 20243,416$1.02M0.2%+268+8.5%AddedHolders
Q3 20243,148$1.15M0.2%+770+32.4%AddedHolders
Q2 20242,378$684.0K0.1%−4−0.2%ReducedHolders
Q1 20242,382$690.9K0.1%−350−12.8%ReducedHolders
Q4 20232,732$833.3K0.2%−82−2.9%ReducedHolders
Q3 20232,814$741.5K0.2%00.0%UnchangedHolders
Q2 20232,814$821.4K0.2%+1,676+147.3%AddedHolders
Q1 20231,138$343.8K0.1%+296+35.2%AddedHolders
Q4 2022842$235.0K0.1%00.0%UnchangedHolders
Q3 2022842$246.0K0.1%−10−1.2%ReducedHolders
Q2 2022852$266.0K0.1%+235+38.1%AddedHolders
Q1 2022617$241.0K<0.1%00.0%UnchangedHolders
Q4 2021617$231.0K<0.1%+617NewHolders