Montecito Bank & Trust
- SEC CIK
- 0001422508
- Latest filing
- Oct 1, 2026
TFC holding history
Truist Financial Corp 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.
TFC overviewAll 13F holders of TFCFull Q3 2026 holdings
- Shares (Q3 2026)
- 4,338
- Value
- $200.8K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 4,338 | $200.8K | <0.1% | −235−5.1% | Reduced | Holders |
| Q2 2026 | 4,573 | $227.8K | <0.1% | +4,573 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −6,044−100.0% | Sold out | Holders |
| Q4 2022 | 6,044 | $260.0K | 0.1% | −423−6.5% | Reduced | Holders |
| Q3 2022 | 6,467 | $282.0K | 0.1% | −729−10.1% | Reduced | Holders |
| Q2 2022 | 7,196 | $341.0K | 0.1% | −900−11.1% | Reduced | Holders |
| Q1 2022 | 8,096 | $459.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 8,096 | $474.0K | 0.1% | −140−1.7% | Reduced | Holders |
| Q3 2021 | 8,236 | $483.0K | 0.1% | −82−1.0% | Reduced | Holders |
| Q2 2021 | 8,318 | $462.0K | 0.1% | +82+1.0% | Added | Holders |
| Q1 2021 | 8,236 | $480.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.