Montecito Bank & Trust
IXC icon

Montecito Bank & Trust’s iShares Global Energy ETF IXC Stock Holding History

Montecito Bank & Trust’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$246K Hold
4,326
– – 0.04% 251
2026
Q2 		$213K Hold
4,326
– – 0.03% 265
2026
Q1 		$249K Buy
+4,326
New +$216K 0.04% 247

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Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

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

Montecito Bank & Trust held its iShares Global Energy ETF (IXC) position steady in Q3 2026 at 4,326 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #251.

Montecito Bank & Trust first reported a position in IXC in Q1 2026 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 85 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Montecito Bank & Trust held 4,326 shares of iShares Global Energy ETF worth $246K as of Q3 2026.
  • Montecito Bank & Trust left its iShares Global Energy ETF share count unchanged in Q3 2026.
  • iShares Global Energy ETF made up 0.04% of Montecito Bank & Trust's portfolio in Q3 2026, its #251 holding.
  • Montecito Bank & Trust first reported a position in iShares Global Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Montecito Bank & Trust's iShares Global Energy ETF position peaked at $249K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

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