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Montecito Bank & Trust’s TJX Companies TJX Stock Holding History

Montecito Bank & Trust’s Portfolio TJX Stock Details TJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.61M Buy
12,140
+350
+3% +$50.5K 0.24% 94
2026
Q2 		$1.79M Buy
11,790
+1,103
+10% +$174K 0.27% 86
2026
Q1 		$1.71M Sell
10,687
-1,255
-11% -$195K 0.28% 84
2025
Q4 		$1.83M Sell
11,942
-4,804
-29% -$710K 0.29% 74
2025
Q3 		$2.42M Buy
+16,746
New +$2.22M 0.38% 62
2025
Q1 		$1.98M Buy
16,265
+348
+2% +$42.2K 0.35% 66
2024
Q4 		$1.92M Buy
15,917
+1,241
+8% +$148K 0.33% 69
2024
Q3 		$1.73M Buy
14,676
+4,917
+50% +$564K 0.29% 80
2024
Q2 		$1.07M Sell
9,759
-463
-5% -$46.6K 0.22% 108
2024
Q1 		$1.04M Buy
10,222
+4,264
+72% +$413K 0.21% 116
2023
Q4 		$559K Buy
5,958
+1,130
+23% +$101K 0.12% 163
2023
Q3 		$429K Hold
4,828
– – 0.1% 179
2023
Q2 		$409K Hold
4,828
– – 0.09% 182
2023
Q1 		$378K Sell
4,828
-32
-0.7% -$2.52K 0.09% 184
2022
Q4 		$387K Hold
4,860
– – 0.09% 185
2022
Q3 		$302K Hold
4,860
– – 0.08% 195
2022
Q2 		$271K Hold
4,860
– – 0.06% 208
2022
Q1 		$294K Hold
4,860
– – 0.06% 227
2021
Q4 		$369K Hold
4,860
– – 0.07% 216
2021
Q3 		$321K Hold
4,860
– – 0.06% 221
2021
Q2 		$328K Hold
4,860
– – 0.06% 212
2021
Q1 		$321K Sell
4,860
-250
-5% -$16.7K 0.07% 208
2020
Q4 		$349K Hold
5,110
– – 0.08% 191
2020
Q3 		$284K Hold
5,110
– – 0.07% 173
2020
Q2 		$258K Hold
5,110
– – 0.07% 177
2020
Q1 		$244K Hold
5,110
– – 0.08% 169
2019
Q4 		$312K Hold
5,110
– – 0.08% 183
2019
Q3 		$285K Hold
5,110
– – 0.08% 182
2019
Q2 		$270K Hold
5,110
– – 0.08% 187
2019
Q1 		$272K Hold
5,110
– – 0.08% 189
2018
Q4 		$229K Buy
5,110
+214
+4% +$10.8K 0.08% 184
2018
Q3 		$274K Buy
+4,896
New +$252K 0.08% 188
2017
Q1 		– Sell
-2,518
Closed -$95K – 348
2016
Q4 		$95K Sell
2,518
-2,900
-54% -$110K 0.03% 229
2016
Q3 		$203K Buy
+5,418
New +$212K 0.08% 164

Other funds holding TJX

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Montecito Bank & Trust increased its TJX Companies (TJX) stake by 3% in Q3 2026, buying an estimated $50.5K and bringing the position to 12,140 shares worth $1.61M. The position accounts for 0.24% of the portfolio, ranked #94.

Montecito Bank & Trust first reported a position in TJX in Q3 2016 and has held it in 34 quarters since. The position peaked at $2.42M in Q3 2025. 122 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Montecito Bank & Trust held 12,140 shares of TJX Companies worth $1.61M as of Q3 2026.
  • Montecito Bank & Trust bought 350 TJX Companies shares in Q3 2026, an estimated $50.5K.
  • TJX Companies made up 0.24% of Montecito Bank & Trust's portfolio in Q3 2026, its #94 holding.
  • Montecito Bank & Trust first reported a position in TJX Companies in Q3 2016 and has held it in 34 quarters since.
  • Montecito Bank & Trust's TJX Companies position peaked at $2.42M in Q3 2025.
  • 122 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

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