Montecito Bank & Trust’s O'Reilly Automotive ORLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$689K	Buy	8,067 +640	+9%	+$56.3K	0.1%	168
2026 Q2	$684K	Buy	7,427 +1,078	+17%	+$98.3K	0.1%	170
2026 Q1	$586K	Sell	6,349 -1,444	-19%	-$135K	0.1%	183
2025 Q4	$711K	Buy	7,793 +2,533	+48%	+$247K	0.11%	165
2025 Q3	$567K	Buy	+5,260	New	+$529K	0.09%	197
2025 Q1	$441K	Hold	4,620	–	–	0.08%	218
2024 Q4	$365K	Buy	+4,620	New	+$373K	0.06%	228

Other funds holding ORLY

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Montecito Bank & Trust increased its O'Reilly Automotive (ORLY) stake by 8.6% in Q3 2026, buying an estimated $56.3K and bringing the position to 8,067 shares worth $689K. The position accounts for 0.1% of the portfolio, ranked #168.

Montecito Bank & Trust first reported a position in ORLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $711K in Q4 2025. 56 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

Montecito Bank & Trust held 8,067 shares of O'Reilly Automotive worth $689K as of Q3 2026.
Montecito Bank & Trust bought 640 O'Reilly Automotive shares in Q3 2026, an estimated $56.3K.
O'Reilly Automotive made up 0.1% of Montecito Bank & Trust's portfolio in Q3 2026, its #168 holding.
Montecito Bank & Trust first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 7 quarters since.
Montecito Bank & Trust's O'Reilly Automotive position peaked at $711K in Q4 2025.
56 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

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