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Montecito Bank & Trust’s Simon Property Group SPG Stock Holding History

Montecito Bank & Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$501K Buy
2,239
+420
+23% +$86.4K 0.07% 206
2026
Q1 		$339K Buy
+1,819
New +$347K 0.06% 229
2017
Q1 		– Sell
-438
Closed -$78K – 337
2016
Q4 		$78K Buy
+438
New +$81.3K 0.03% 251

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Montecito Bank & Trust increased its Simon Property Group (SPG) stake by 23% in Q2 2026, buying an estimated $86.4K and bringing the position to 2,239 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #206.

Montecito Bank & Trust first reported a position in SPG in Q4 2016 and has held it in 3 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Montecito Bank & Trust held 2,239 shares of Simon Property Group worth $501K as of Q2 2026.
  • Montecito Bank & Trust bought 420 Simon Property Group shares in Q2 2026, an estimated $86.4K.
  • Simon Property Group made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #206 holding.
  • Montecito Bank & Trust first reported a position in Simon Property Group in Q4 2016 and has held it in 3 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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