Montecito Bank & Trust

Bank

Position in V — Visa Inc.

CIK 1422508 SANTA BARBARA, CA

Position in V

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

Position Value

$4,897,608

+$817,974 QoQ

Shares Held

14,275

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#1,697

of 4,501 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

Montecito Bank & Trust holds $7,540,353 across 3 Credit Services names. V ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	14,275	$4,897,608
2	MA	Mastercard Inc	3,969	$2,038,478
3	COF	Capital One Financial Corp	3,012	$604,267

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,897,608	14,275	+5.8%	Shares	Defined	2026-07-16
2026-03-31	$4,079,634	13,498	+0.5%	Shares	Defined	2026-04-16
2025-12-31	$4,708,982	13,427	-1.5%	Shares	Defined	2026-01-09
2025-09-30	$4,653,008	13,630	+16.3%	Shares	Defined	2025-10-07
2025-03-31	$4,108,092	11,722	-2.5%	Shares	Sole	2025-04-17
2024-12-31	$3,799,748	12,023	+2.0%	Shares	Sole	2025-01-21
2024-09-30	$3,242,485	11,793	+2.6%	Shares	Sole	2024-10-31
2024-06-30	$3,015,779	11,490	-1.1%	Shares	Sole	2024-07-17
2024-03-31	$3,240,676	11,612	+1.1%	Shares	Sole	2024-04-09
2023-12-31	$2,991,420	11,490	+2.3%	Shares	Sole	2024-01-05
2023-09-30	$2,584,392	11,236	0.0%	Shares	Sole	2023-10-16
2023-06-30	$2,668,325	11,236	+0.1%	Shares	Sole	2023-07-25
2023-03-31	$2,529,886	11,221	-1.1%	Shares	Sole	2023-04-25
2022-12-31	$2,357,244	11,346	-3.5%	Shares	Sole	2023-01-20
2022-09-30	$2,089,696	11,763	+0.8%	Shares	Sole	2022-10-14
2022-06-30	$2,298,296	11,673	-1.3%	Shares	Sole	2022-08-01
2022-03-31	$2,623,538	11,830	-1.2%	Shares	Sole	2022-04-22
2021-12-31	$2,595,751	11,978	+1.4%	Shares	Sole	2022-01-25
2021-09-30	$2,632,014	11,816	-1.1%	Shares	Sole	2021-10-28
2021-06-30	$2,792,979	11,945	+2.1%	Shares	Sole	2021-07-08
2021-03-31	$2,476,605	11,697	-5.9%	Shares	Sole	2021-04-26
2020-12-31	$2,720,345	12,437	-6.8%	Shares	Sole	2021-01-28
2020-09-30	$2,667,799	13,341	-2.7%	Shares	Sole	2020-10-27
2020-06-30	$2,649,519	13,716	-1.4%	Shares	Sole	2020-07-17
2020-03-31	$2,240,373	13,905	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.