Position in TM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$635,953
-$142,242 QoQ
Shares Held
3,776
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#243
of 639 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Montecito Bank & Trust holds $833,666 across 2 Auto Manufacturers names. TM ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TM |
Toyota Motor Corp/
This page
|
3,776 | $635,953 | |
| 2 | F |
Ford Motor Co
|
14,224 | $197,713 |
All Filings in TM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,953 | 3,776 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $778,195 | 3,776 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $808,290 | 3,776 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $721,555 | 3,776 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $666,577 | 3,776 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $734,847 | 3,776 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $674,280 | 3,776 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $777,861 | 3,795 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,011,501 | 4,019 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $730,768 | 3,985 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $718,100 | 3,995 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $347,219 | 2,160 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $298,965 | 2,110 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $288,183 | 2,110 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $349,827 | 2,685 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $413,945 | 2,685 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $483,970 | 2,685 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $497,530 | 2,685 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $477,258 | 2,685 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $450,213 | 2,575 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $401,854 | 2,575 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $398,017 | 2,575 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $341,033 | 2,575 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $323,497 | 2,575 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $308,871 | 2,575 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||