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Montecito Bank & Trust’s D.R. Horton DHI Stock Holding History

Montecito Bank & Trust’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459K Sell
2,821
-660
-19% -$98.5K 0.07% 215
2026
Q1 		$478K Sell
3,481
-166
-5% -$25.1K 0.08% 200
2025
Q4 		$525K Sell
3,647
-2,172
-37% -$331K 0.08% 195
2025
Q3 		$986K Buy
+5,819
New +$915K 0.15% 143
2025
Q1 		$708K Buy
5,570
+131
+2% +$17.6K 0.13% 165
2024
Q4 		$760K Buy
5,439
+1,586
+41% +$265K 0.13% 154
2024
Q3 		$735K Buy
+3,853
New +$677K 0.13% 163

Other funds holding DHI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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

Montecito Bank & Trust reduced its D.R. Horton (DHI) stake by 19% in Q2 2026, selling an estimated $98.5K and leaving 2,821 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #215.

Montecito Bank & Trust first reported a position in DHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $986K in Q3 2025. 221 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

  • Montecito Bank & Trust held 2,821 shares of D.R. Horton worth $459K as of Q2 2026.
  • Montecito Bank & Trust sold 660 D.R. Horton shares in Q2 2026, an estimated $98.5K.
  • D.R. Horton made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #215 holding.
  • Montecito Bank & Trust first reported a position in D.R. Horton in Q3 2024 and has held it in 7 quarters since.
  • Montecito Bank & Trust's D.R. Horton position peaked at $986K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

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