Montecito Bank & Trust
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Montecito Bank & Trust’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Montecito Bank & Trust’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$469K Hold
4,960
– – 0.07% 215
2026
Q2 		$469K Buy
+4,960
New +$449K 0.07% 213

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

Montecito Bank & Trust held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q3 2026 at 4,960 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #215.

Montecito Bank & Trust first reported a position in CVLC in Q2 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

  • Montecito Bank & Trust held 4,960 shares of Calvert US Large-Cap Core Responsible Index ETF worth $469K as of Q3 2026.
  • Montecito Bank & Trust left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q3 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.07% of Montecito Bank & Trust's portfolio in Q3 2026, its #215 holding.
  • Montecito Bank & Trust first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

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