Montecito Bank & Trust

Bank

Position in AMP — Ameriprise Financial Inc

CIK 1422508 SANTA BARBARA, CA

Position in AMP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,651,076

-$15,868 QoQ

Shares Held

3,599

-4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#519

of 1,371 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

Montecito Bank & Trust holds $3,940,679 across 3 Asset Management names. AMP ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,735	$1,668,306
2	AMP	Ameriprise Financial Inc This page	3,599	$1,651,076
3	BX	Blackstone Inc.	5,280	$621,297

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,651,076	3,599	-4.1%	Shares	Sole	2026-07-16
2026-03-31	$1,666,944	3,751	-14.6%	Shares	Sole	2026-04-16
2025-12-31	$2,153,573	4,392	-19.0%	Shares	Sole	2026-01-09
2025-09-30	$2,664,048	5,423	-0.2%	Shares	Sole	2025-10-07
2025-03-31	$2,630,169	5,433	-0.5%	Shares	Sole	2025-04-17
2024-12-31	$2,908,665	5,463	+4.2%	Shares	Sole	2025-01-21
2024-09-30	$2,462,274	5,241	+35.0%	Shares	Sole	2024-10-31
2024-06-30	$1,658,778	3,883	+4.4%	Shares	Sole	2024-07-17
2024-03-31	$1,630,996	3,720	+5.7%	Shares	Sole	2024-04-09
2023-12-31	$1,336,621	3,519	+11.1%	Shares	Sole	2024-01-05
2023-09-30	$1,044,426	3,168	+13.1%	Shares	Sole	2023-10-16
2023-06-30	$930,380	2,801	-1.5%	Shares	Sole	2023-07-25
2023-03-31	$871,379	2,843	-5.1%	Shares	Sole	2023-04-25
2022-12-31	$933,175	2,997	-4.4%	Shares	Sole	2023-01-20
2022-09-30	$790,115	3,136	-8.4%	Shares	Sole	2022-10-14
2022-06-30	$813,816	3,424	-23.3%	Shares	Sole	2022-08-01
2022-03-31	$1,340,206	4,462	-0.5%	Shares	Sole	2022-04-22
2021-09-30	$1,184,578	4,485	-1.0%	Shares	Sole	2021-10-28
2021-06-30	$1,127,675	4,531	+2.6%	Shares	Sole	2021-07-08
2021-03-31	$1,026,499	4,416	-6.4%	Shares	Sole	2021-04-26
2020-12-31	$916,848	4,718	+4.4%	Shares	Sole	2021-01-28
2020-09-30	$696,268	4,518	-34.3%	Shares	Sole	2020-10-27
2020-06-30	$1,031,675	6,876	+0.2%	Shares	Sole	2020-07-17
2020-03-31	$703,217	6,862	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.