MBT
VMRK

Montecito Bank & Trust’s Vivmark Residential VMRK Stock Holding History

Montecito Bank & Trust’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244K Buy
+4,013
New +$265K 0.04% 252
2017
Q1 		– Sell
-530
Closed -$34K – 247
2016
Q4 		$34K Buy
+530
New +$32.6K 0.01% 307

Other funds holding VMRK

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

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

Montecito Bank & Trust opened a new position in Vivmark Residential (VMRK) in Q3 2026: 4,013 shares worth $244K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings. This is a return to the name: Montecito Bank & Trust previously reported a position in VMRK as recently as Q4 2016.

Montecito Bank & Trust first reported a position in VMRK in Q4 2016 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold VMRK as of Q3 2026.

  • Montecito Bank & Trust held 4,013 shares of Vivmark Residential worth $244K as of Q3 2026.
  • Vivmark Residential was a new Montecito Bank & Trust position in Q3 2026.
  • Vivmark Residential made up 0.04% of Montecito Bank & Trust's portfolio in Q3 2026, its #252 holding.
  • Montecito Bank & Trust first reported a position in Vivmark Residential in Q4 2016 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2026.

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