Position in FDX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,345,519
-$184,985 QoQ
Shares Held
4,297
-19.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#799
of 1,932 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Montecito Bank & Trust holds $1,345,519 across 1 Integrated Freight & Logistics name. FDX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
4,297 | $1,345,519 |
All Filings in FDX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,345,519 | 4,297 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,530,504 | 4,297 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,268,383 | 4,391 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $1,035,441 | 4,391 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $1,070,438 | 4,391 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $1,235,319 | 4,391 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,201,728 | 4,391 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,339,085 | 4,466 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,355,692 | 4,679 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,193,764 | 4,719 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,250,156 | 4,719 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,174,054 | 4,736 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,093,324 | 4,785 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $821,834 | 4,745 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $714,139 | 4,810 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,053,293 | 4,646 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,075,037 | 4,646 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,201,640 | 4,646 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,018,820 | 4,646 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,508,355 | 5,056 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,436,105 | 5,056 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,312,638 | 5,056 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,295,327 | 5,150 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $664,642 | 4,740 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $574,772 | 4,740 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||