Montecito Bank & Trust

Bank

Position in C — Citigroup Inc

CIK 1422508 SANTA BARBARA, CA

Position in C

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

Position Value

$861,453

+$124,288 QoQ

Shares Held

6,155

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,428

of 2,621 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Montecito Bank & Trust holds $10,467,450 across 4 Banks - Diversified names. C ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,861	$8,465,080
2	C	Citigroup Inc This page	6,155	$861,453
3	WFC	Wells Fargo & Company/Mn	10,237	$845,985
4	RY	Royal Bank Of Canada	1,425	$294,932

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,453	6,155	-5.3%	Shares	Sole	2026-07-16
2026-03-31	$737,165	6,500	-5.6%	Shares	Sole	2026-04-16
2025-12-31	$803,293	6,884	+1.5%	Shares	Sole	2026-01-09
2025-09-30	$688,271	6,781	+11.8%	Shares	Sole	2025-10-07
2025-03-31	$430,696	6,067	0.0%	Shares	Sole	2025-04-17
2024-12-31	$427,056	6,067	-2.5%	Shares	Sole	2025-01-21
2024-09-30	$389,434	6,221	+2.1%	Shares	Sole	2024-10-31
2024-06-30	$386,852	6,096	0.0%	Shares	Sole	2024-07-17
2024-03-31	$385,511	6,096	-28.2%	Shares	Sole	2024-04-09
2023-12-31	$437,034	8,496	-12.9%	Shares	Sole	2024-01-05
2023-09-30	$401,058	9,751	-3.1%	Shares	Sole	2023-10-16
2023-06-30	$463,254	10,062	-8.8%	Shares	Sole	2023-07-25
2023-03-31	$517,524	11,037	-6.5%	Shares	Sole	2023-04-25
2022-12-31	$534,030	11,807	-12.0%	Shares	Sole	2023-01-20
2022-09-30	$559,003	13,415	+3.9%	Shares	Sole	2022-10-14
2022-06-30	$593,914	12,914	+24.2%	Shares	Sole	2022-08-01
2022-03-31	$555,146	10,396	-9.1%	Shares	Sole	2022-04-22
2021-12-31	$690,317	11,431	+13.0%	Shares	Sole	2022-01-25
2021-09-30	$709,870	10,115	-3.8%	Shares	Sole	2021-10-28
2021-06-30	$743,652	10,511	+13.8%	Shares	Sole	2021-07-08
2021-03-31	$672,209	9,240	+2.8%	Shares	Sole	2021-04-26
2020-12-31	$554,446	8,992	+25.2%	Shares	Sole	2021-01-28
2020-09-30	$309,572	7,181	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.