MBT
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Montecito Bank & Trust’s T-Mobile US TMUS Stock Holding History

Montecito Bank & Trust’s Portfolio TMUS Stock Details TMUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
2,811
-567
-17% -$107K 0.07% 212
2026
Q1 		$709K Sell
3,378
-303
-8% -$62.2K 0.12% 163
2025
Q4 		$747K Buy
3,681
+10
+0.3% +$2.12K 0.12% 159
2025
Q3 		$879K Buy
+3,671
New +$889K 0.14% 150
2025
Q1 		$1M Sell
3,765
-298
-7% -$73.5K 0.18% 130
2024
Q4 		$897K Buy
4,063
+650
+19% +$148K 0.16% 143
2024
Q3 		$704K Buy
3,413
+646
+23% +$124K 0.12% 170
2024
Q2 		$487K Sell
2,767
-142
-5% -$23.8K 0.1% 181
2024
Q1 		$475K Sell
2,909
-520
-15% -$84.6K 0.1% 183
2023
Q4 		$550K Buy
3,429
+296
+9% +$43.8K 0.12% 164
2023
Q3 		$439K Buy
3,133
+1,149
+58% +$159K 0.1% 176
2023
Q2 		$276K Sell
1,984
-414
-17% -$58.1K 0.06% 210
2023
Q1 		$347K Sell
2,398
-170
-7% -$24.6K 0.08% 190
2022
Q4 		$360K Hold
2,568
– – 0.09% 192
2022
Q3 		$345K Buy
+2,568
New +$361K 0.09% 186

Other funds holding TMUS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Montecito Bank & Trust reduced its T-Mobile US (TMUS) stake by 17% in Q2 2026, selling an estimated $107K and leaving 2,811 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #212.

Montecito Bank & Trust first reported a position in TMUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1M in Q1 2025. 317 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Montecito Bank & Trust held 2,811 shares of T-Mobile US worth $471K as of Q2 2026.
  • Montecito Bank & Trust sold 567 T-Mobile US shares in Q2 2026, an estimated $107K.
  • T-Mobile US made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #212 holding.
  • Montecito Bank & Trust first reported a position in T-Mobile US in Q3 2022 and has held it in 15 quarters since.
  • Montecito Bank & Trust's T-Mobile US position peaked at $1M in Q1 2025.
  • 317 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

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