Montecito Bank & Trust

SEC CIK: 0001422508
Latest filing: Oct 1, 2026

SEC filings (opens in a new tab)

SPG holding history

Simon Property Group 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.

SPG overview All 13F holders of SPG Full Q3 2026 holdings

Shares (Q3 2026): 2,378
Value: $477.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2026

Holdings of SPG by Montecito Bank & Trust, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	2,378	$477.4K	0.1%	+139+6.2%	Added	Holders
Q2 2026	2,239	$500.8K	0.1%	+420+23.1%	Added	Holders
Q1 2026	1,819	$339.3K	0.1%	+1,819	New	Holders