Montecito Bank & Trust Portfolio Holdings
Montecito Bank & Trust
- $497 Million
- Q1 2024
Montecito Bank & Trust has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $497 Million distributed in 419 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $29.1M, Nvidia Corp with a value of $21.1M, Microsoft Corp with a value of $19.5M, Ishares Core S&P 500 ETF with a value of $13.9M, and Ishares U.S. Treasury Bond ETF with a value of $11.8M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $463M to 497M.
Below you can find more details about Montecito Bank & Trust portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 419
- Current Value $497 Million
- Prior Value $463 Million
- Filing
- Period Q1 2024
- Filing Date April 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 24 stocks
- Additional Purchases 73 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks