Montecito Bank & Trust’s United Rentals URI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-245	Closed	-$234K	–	277
2025 Q3	$234K	Buy	+245	New	+$218K	0.04%	262

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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montecito Bank & Trust's URI Position: Q4 2025 in Review

Montecito Bank & Trust sold out of United Rentals (URI) in Q4 2025, closing a stake of 245 shares — an estimated $234K sold.

Montecito Bank & Trust first reported a position in URI in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Montecito Bank & Trust reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Montecito Bank & Trust sold 245 United Rentals shares in Q4 2025, an estimated $234K.
Montecito Bank & Trust first reported a position in United Rentals in Q3 2025 and held it in 1 quarter.
Montecito Bank & Trust's United Rentals position peaked at $234K in Q3 2025.
1,535 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Montecito Bank & Trust's 13F filing for Q4 2025, filed 9 Jan 2026.