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Montecito Bank & Trust’s Blackstone BX Stock Holding History

Montecito Bank & Trust’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$609K Buy
5,434
+154
+3% +$20.1K 0.09% 184
2026
Q2 		$621K Buy
5,280
+216
+4% +$26K 0.09% 183
2026
Q1 		$582K Sell
5,064
-279
-5% -$36.3K 0.1% 184
2025
Q4 		$824K Sell
5,343
-8
-0.1% -$1.22K 0.13% 146
2025
Q3 		$914K Buy
+5,351
New +$917K 0.14% 146
2025
Q1 		$849K Sell
6,072
-370
-6% -$60.1K 0.15% 150
2024
Q4 		$1.11M Buy
6,442
+668
+12% +$116K 0.19% 122
2024
Q3 		$884K Buy
5,774
+1,665
+41% +$231K 0.15% 145
2024
Q2 		$509K Sell
4,109
-375
-8% -$46.1K 0.1% 177
2024
Q1 		$589K Sell
4,484
-955
-18% -$119K 0.12% 164
2023
Q4 		$712K Buy
5,439
+970
+22% +$105K 0.15% 138
2023
Q3 		$479K Buy
4,469
+1,135
+34% +$118K 0.11% 169
2023
Q2 		$310K Sell
3,334
-1,482
-31% -$128K 0.07% 203
2023
Q1 		$423K Sell
4,816
-220
-4% -$19.4K 0.1% 179
2022
Q4 		$374K Hold
5,036
– – 0.09% 188
2022
Q3 		$421K Sell
5,036
-240
-5% -$23.2K 0.11% 174
2022
Q2 		$481K Buy
5,276
+1,931
+58% +$209K 0.11% 176
2022
Q1 		$425K Sell
3,345
-18
-0.5% -$2.19K 0.08% 199
2021
Q4 		$436K Buy
3,363
+230
+7% +$30.7K 0.08% 201
2021
Q3 		$365K Sell
3,133
-136
-4% -$15.8K 0.07% 204
2021
Q2 		$318K Buy
3,269
+417
+15% +$37K 0.06% 218
2021
Q1 		$212K Buy
+2,852
New +$197K 0.04% 234
2020
Q1 		– Sell
-3,970
Closed -$222K – 191
2019
Q4 		$222K Buy
+3,970
New +$206K 0.06% 203

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Montecito Bank & Trust's BX Position: Q3 2026 in Review

Montecito Bank & Trust increased its Blackstone (BX) stake by 2.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 5,434 shares worth $609K. The position accounts for 0.09% of the portfolio, ranked #184.

Montecito Bank & Trust first reported a position in BX in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2024. 24 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Montecito Bank & Trust held 5,434 shares of Blackstone worth $609K as of Q3 2026.
  • Montecito Bank & Trust bought 154 Blackstone shares in Q3 2026, an estimated $20.1K.
  • Blackstone made up 0.09% of Montecito Bank & Trust's portfolio in Q3 2026, its #184 holding.
  • Montecito Bank & Trust first reported a position in Blackstone in Q4 2019 and has held it in 23 quarters since.
  • Montecito Bank & Trust's Blackstone position peaked at $1.11M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.