MBT
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Montecito Bank & Trust’s Jacobs Solutions J Stock Holding History

Montecito Bank & Trust’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,706
Closed -$226K – 275
2025
Q4 		$226K Hold
1,706
– – 0.04% 257
2025
Q3 		$256K Buy
+1,706
New +$245K 0.04% 255
2025
Q1 		$207K Sell
1,733
-212
-11% -$27.3K 0.04% 274
2024
Q4 		$257K Buy
1,945
+283
+17% +$38.9K 0.04% 251
2024
Q3 		$215K Buy
+1,662
New +$200K 0.04% 270
2024
Q2 		– Sell
-1,805
Closed -$230K – 263
2024
Q1 		$230K Sell
1,805
-565
-24% -$66.2K 0.05% 253
2023
Q4 		$254K Buy
2,370
+345
+17% +$37.6K 0.05% 230
2023
Q3 		$229K Buy
+2,025
New +$218K 0.05% 228
2022
Q3 		– Sell
-2,099
Closed -$220K – 238
2022
Q2 		$220K Hold
2,099
– – 0.05% 225
2022
Q1 		$239K Sell
2,099
-5,417
-72% -$581K 0.04% 247
2021
Q4 		$865K Buy
7,516
+42
+0.6% +$4.86K 0.15% 139
2021
Q3 		$819K Buy
7,474
+774
+12% +$85.6K 0.16% 130
2021
Q2 		$739K Buy
6,700
+531
+9% +$60K 0.14% 142
2021
Q1 		$660K Buy
+6,169
New +$589K 0.14% 142

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Montecito Bank & Trust's J Position: Q1 2026 in Review

Montecito Bank & Trust sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,706 shares — an estimated $226K sold.

Montecito Bank & Trust first reported a position in J in Q1 2021 and held it in 14 quarters. The position peaked at $865K in Q4 2021. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Montecito Bank & Trust reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,706 Jacobs Solutions shares in Q1 2026, an estimated $226K.
  • Montecito Bank & Trust first reported a position in Jacobs Solutions in Q1 2021 and held it in 14 quarters.
  • Montecito Bank & Trust's Jacobs Solutions position peaked at $865K in Q4 2021.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Montecito Bank & Trust's 13F filing for Q1 2026, filed 16 Apr 2026.