Montecito Bank & Trust’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Hold	8,350	–	–	0.18%	124
2026 Q1	$1.04M	Hold	8,350	–	–	0.17%	132
2025 Q4	$1.11M	Hold	8,350	–	–	0.18%	123
2025 Q3	$1.09M	Buy	+8,350	New	+$1.05M	0.17%	131
2025 Q1	$919K	Hold	8,350	–	–	0.16%	141
2024 Q4	$962K	Hold	8,350	–	–	0.17%	134
2024 Q3	$943K	Hold	8,350	–	–	0.16%	140
2024 Q2	$893K	Hold	8,350	–	–	0.18%	121
2024 Q1	$867K	Hold	8,350	–	–	0.17%	130
2023 Q4	$783K	Sell	8,350 -1,010	-11%	-$88.7K	0.17%	134
2023 Q3	$788K	Hold	9,360	–	–	0.18%	128
2023 Q2	$817K	Hold	9,360	–	–	0.19%	133
2023 Q1	$760K	Hold	9,360	–	–	0.18%	134
2022 Q4	$713K	Hold	9,360	–	–	0.17%	140
2022 Q3	$665K	Hold	9,360	–	–	0.17%	133
2022 Q2	$701K	Hold	9,360	–	–	0.17%	145
2022 Q1	$833K	Sell	9,360 -175	-2%	-$15.5K	0.16%	138
2021 Q4	$907K	Hold	9,535	–	–	0.16%	131
2021 Q3	$820K	Hold	9,535	–	–	0.16%	129
2021 Q2	$820K	Sell	9,535 -20	-0.2%	-$1.67K	0.16%	129
2021 Q1	$756K	Hold	9,555	–	–	0.16%	126
2020 Q4	$723K	Sell	9,555 -1,025	-10%	-$73.7K	0.16%	119
2020 Q3	$720K	Hold	10,580	–	–	0.18%	104
2020 Q2	$662K	Hold	10,580	–	–	0.18%	108
2020 Q1	$552K	Hold	10,580	–	–	0.18%	107
2019 Q4	$684K	Buy	10,580 +612	+6%	+$38K	0.18%	108
2019 Q3	$597K	Hold	9,968	–	–	0.18%	111
2019 Q2	$586K	Hold	9,968	–	–	0.18%	116
2019 Q1	$566K	Hold	9,968	–	–	0.17%	114
2018 Q4	$501K	Hold	9,968	–	–	0.17%	117
2018 Q3	$586K	Hold	9,968	–	–	0.17%	117
2018 Q2	$546K	Sell	9,968 -810	-8%	-$44.2K	0.17%	107
2018 Q1	$576K	Hold	10,778	–	–	0.19%	97
2017 Q4	$575K	Sell	10,778 -1,799	-14%	-$93.3K	0.19%	92
2017 Q3	$628K	Sell	12,577 -165	-1%	-$8.08K	0.22%	82
2017 Q2	$613K	Sell	12,742 -4,526	-26%	-$216K	0.22%	84
2017 Q1	$808K	Sell	17,268 -552	-3%	-$25.4K	0.3%	64
2016 Q4	$790K	Sell	17,820 -7,120	-29%	-$311K	0.28%	68
2016 Q3	$1.09M	Sell	24,940 -7,558	-23%	-$330K	0.45%	57
2016 Q2	$1.38M	Sell	32,498 -64,616	-67%	-$2.71M	0.58%	39
2016 Q1	$4.08M	Buy	97,114 +86,181	+788%	+$3.43M	1.83%	11
2015 Q4	$454K	Buy	+10,933	New	+$455K	0.21%	91

Other funds holding GSLC

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Montecito Bank & Trust held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q2 2026 at 8,350 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #124.

Montecito Bank & Trust first reported a position in GSLC in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.08M in Q1 2016. 107 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Montecito Bank & Trust held 8,350 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $1.18M as of Q2 2026.
Montecito Bank & Trust left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.18% of Montecito Bank & Trust's portfolio in Q2 2026, its #124 holding.
Montecito Bank & Trust first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2015 and has held it in 42 quarters since.
Montecito Bank & Trust's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $4.08M in Q1 2016.
107 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

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