Montecito Bank & Trust’s Flex FLEX Stock Holding History

Montecito Bank & Trust’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,560	Closed	-$253K	–	274
2026 Q2	$253K	Buy	+1,560	New	+$189K	0.04%	249

Other funds holding FLEX

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

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

Montecito Bank & Trust sold out of Flex (FLEX) in Q3 2026, closing a stake of 1,560 shares — an estimated $253K sold.

Montecito Bank & Trust first reported a position in FLEX in Q2 2026 and held it in 1 quarter. The position peaked at $253K in Q2 2026. 205 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Montecito Bank & Trust reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
Montecito Bank & Trust sold 1,560 Flex shares in Q3 2026, an estimated $253K.
Montecito Bank & Trust first reported a position in Flex in Q2 2026 and held it in 1 quarter.
Montecito Bank & Trust's Flex position peaked at $253K in Q2 2026.
205 funds tracked by Wall St. Rank held Flex as of Q3 2026.

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