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Montecito Bank & Trust’s CSX Corp CSX Stock Holding History

Montecito Bank & Trust’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$492K Sell
10,587
-165
-2% -$8.18K 0.07% 205
2026
Q2 		$511K Sell
10,752
-160
-1% -$7.22K 0.08% 203
2026
Q1 		$448K Sell
10,912
-459
-4% -$18K 0.07% 209
2025
Q4 		$412K Buy
11,371
+914
+9% +$32.7K 0.07% 215
2025
Q3 		$371K Buy
+10,457
New +$357K 0.06% 229

Other funds holding CSX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

Montecito Bank & Trust reduced its CSX Corp (CSX) stake by 1.5% in Q3 2026, selling an estimated $8.18K and leaving 10,587 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #205.

Montecito Bank & Trust first reported a position in CSX in Q3 2025 and has held it in 5 quarters since. The position peaked at $511K in Q2 2026. 89 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Montecito Bank & Trust held 10,587 shares of CSX Corp worth $492K as of Q3 2026.
  • Montecito Bank & Trust sold 165 CSX Corp shares in Q3 2026, an estimated $8.18K.
  • CSX Corp made up 0.07% of Montecito Bank & Trust's portfolio in Q3 2026, its #205 holding.
  • Montecito Bank & Trust first reported a position in CSX Corp in Q3 2025 and has held it in 5 quarters since.
  • Montecito Bank & Trust's CSX Corp position peaked at $511K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

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