Montecito Bank & Trust
KIM icon

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
Q3 		– Sell
-17,340
Closed -$440K – 275
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Montecito Bank & Trust sold out of Kimco Realty (KIM) in Q3 2026, closing a stake of 17,340 shares — an estimated $440K sold.

Montecito Bank & Trust first reported a position in KIM in Q3 2025 and held it in 4 quarters. The position peaked at $440K in Q2 2026. 574 funds tracked by Wall St. Rank hold KIM as of Q3 2026.

  • Montecito Bank & Trust reported no remaining Kimco Realty position as of Q3 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 17,340 Kimco Realty shares in Q3 2026, an estimated $440K.
  • Montecito Bank & Trust first reported a position in Kimco Realty in Q3 2025 and held it in 4 quarters.
  • Montecito Bank & Trust's Kimco Realty position peaked at $440K in Q2 2026.
  • 574 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2026.

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