Montecito Bank & Trust - Portfolio overview

Montecito Bank & Trust has 287 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 4.85%
2. AGG - ISHARES CORE U.S. AGGREGATE BON, 4.19%
3. BIV - VANGUARD INTERMEDIATE-TERM BOND, 4.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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