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Montecito Bank & Trust’s Goldman Sachs GS Stock Holding History

Montecito Bank & Trust’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
2,744
-3
-0.1% -$2.92K 0.42% 56
2026
Q1 		$2.32M Sell
2,747
-70
-2% -$62.4K 0.38% 58
2025
Q4 		$2.48M Sell
2,817
-12
-0.4% -$9.79K 0.39% 54
2025
Q3 		$2.25M Buy
+2,829
New +$2.1M 0.35% 66
2025
Q1 		$1.27M Buy
2,326
+17
+0.7% +$10.2K 0.22% 102
2024
Q4 		$1.32M Hold
2,309
– – 0.23% 97
2024
Q3 		$1.14M Sell
2,309
-34
-1% -$16.6K 0.19% 121
2024
Q2 		$1.06M Sell
2,343
-20
-0.8% -$8.78K 0.22% 111
2024
Q1 		$987K Buy
2,363
+60
+3% +$23.3K 0.2% 123
2023
Q4 		$888K Sell
2,303
-225
-9% -$75.1K 0.19% 125
2023
Q3 		$818K Sell
2,528
-44
-2% -$14.7K 0.19% 125
2023
Q2 		$830K Sell
2,572
-6
-0.2% -$1.97K 0.19% 131
2023
Q1 		$843K Hold
2,578
– – 0.2% 128
2022
Q4 		$885K Hold
2,578
– – 0.21% 118
2022
Q3 		$756K Sell
2,578
-9
-0.3% -$2.92K 0.2% 121
2022
Q2 		$768K Sell
2,587
-5
-0.2% -$1.56K 0.18% 132
2022
Q1 		$856K Sell
2,592
-90
-3% -$31.8K 0.16% 133
2021
Q4 		$1.03M Buy
2,682
+319
+13% +$126K 0.18% 119
2021
Q3 		$893K Buy
2,363
+25
+1% +$9.76K 0.17% 120
2021
Q2 		$887K Hold
2,338
– – 0.17% 119
2021
Q1 		$765K Hold
2,338
– – 0.16% 125
2020
Q4 		$617K Buy
2,338
+25
+1% +$5.57K 0.14% 132
2020
Q3 		$465K Buy
2,313
+34
+1% +$6.92K 0.12% 145
2020
Q2 		$450K Buy
2,279
+25
+1% +$4.69K 0.12% 146
2020
Q1 		$348K Buy
2,254
+25
+1% +$5.31K 0.11% 148
2019
Q4 		$513K Hold
2,229
– – 0.14% 139
2019
Q3 		$462K Hold
2,229
– – 0.14% 142
2019
Q2 		$456K Hold
2,229
– – 0.14% 144
2019
Q1 		$428K Sell
2,229
-57
-2% -$11K 0.13% 149
2018
Q4 		$382K Buy
2,286
+40
+2% +$8.07K 0.13% 145
2018
Q3 		$504K Buy
2,246
+10
+0.4% +$2.33K 0.15% 134
2018
Q2 		$493K Sell
2,236
-121
-5% -$28.9K 0.16% 116
2018
Q1 		$594K Sell
2,357
-6
-0.3% -$1.56K 0.19% 92
2017
Q4 		$602K Buy
2,363
+58
+3% +$14.2K 0.2% 87
2017
Q3 		$547K Sell
2,305
-45
-2% -$10.2K 0.19% 93
2017
Q2 		$521K Sell
2,350
-68
-3% -$15.1K 0.19% 98
2017
Q1 		$555K Buy
2,418
+232
+11% +$56K 0.2% 93
2016
Q4 		$523K Sell
2,186
-41
-2% -$8.32K 0.18% 100
2016
Q3 		$359K Buy
2,227
+430
+24% +$69.9K 0.15% 128
2016
Q2 		$267K Hold
1,797
– – 0.11% 145
2016
Q1 		$282K Hold
1,797
– – 0.13% 130
2015
Q4 		$324K Buy
+1,797
New +$334K 0.15% 120

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Montecito Bank & Trust reduced its Goldman Sachs (GS) stake by 0.11% in Q2 2026, selling an estimated $2.92K and leaving 2,744 shares worth $2.78M. The position accounts for 0.42% of the portfolio, ranked #56.

Montecito Bank & Trust first reported a position in GS in Q4 2015 and has held it in 42 quarters since. 632 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Montecito Bank & Trust held 2,744 shares of Goldman Sachs worth $2.78M as of Q2 2026.
  • Montecito Bank & Trust sold 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.42% of Montecito Bank & Trust's portfolio in Q2 2026, its #56 holding.
  • Montecito Bank & Trust first reported a position in Goldman Sachs in Q4 2015 and has held it in 42 quarters since.
  • 632 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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