MBT
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Montecito Bank & Trust’s Kimco Realty KIM Stock Holding History

Montecito Bank & Trust’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
17,340
+1,125
+7% +$27K 0.07% 220
2026
Q1 		$364K Sell
16,215
-645
-4% -$14.2K 0.06% 225
2025
Q4 		$342K Buy
16,860
+1,060
+7% +$22K 0.05% 228
2025
Q3 		$345K Buy
+15,800
New +$343K 0.05% 235

Other funds holding KIM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Montecito Bank & Trust increased its Kimco Realty (KIM) stake by 6.9% in Q2 2026, buying an estimated $27K and bringing the position to 17,340 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #220.

Montecito Bank & Trust first reported a position in KIM in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Montecito Bank & Trust held 17,340 shares of Kimco Realty worth $440K as of Q2 2026.
  • Montecito Bank & Trust bought 1,125 Kimco Realty shares in Q2 2026, an estimated $27K.
  • Kimco Realty made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #220 holding.
  • Montecito Bank & Trust first reported a position in Kimco Realty in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

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