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 Q2	$469K	Buy	+4,960	New	+$449K	0.07%	213

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Montecito Bank & Trust's CVLC Position: Q2 2026 in Review

Montecito Bank & Trust opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 4,960 shares worth $469K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings.

90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Montecito Bank & Trust held 4,960 shares of Calvert US Large-Cap Core Responsible Index ETF worth $469K as of Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF was a new Montecito Bank & Trust position in Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #213 holding.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.