EQIX β€” EQUINIX INC

Ownership history in Montecito Bank & Trust  Β·  4 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported EQUINIX INC (EQIX) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows EQIX at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in EQUINIX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EQIX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Montecito Bank & Trust held EQIX β€” position size vs. price
% of Fund (quarterly)    EQIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 434 β€” 0% 0.05% $340K 2025-10-07 $778.10
2025 Q1 REDUCED 434 -2 -0.5% 0.06% $354K 2025-04-17 $772.24
2024 Q4 ADDED 436 +13 +3.1% 0.07% $411K 2025-01-21 $908.11
2024 Q3 INITIATED 423 β€” β€” 0.06% $375K 2024-10-31 $878.74

FAQ About Montecito Bank & Trust and EQIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Montecito Bank & Trust reported owning EQIX?

Montecito Bank & Trust reported EQIX across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported EQIX position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for EQIX was 0.07% in 2024 Q4.

What is the latest reported EQIX position on this page?

The most recent filing on this page is 2025 Q3, when Montecito Bank & Trust reported 434 shares, equal to 0.05% of portfolio, with an estimated market value of $340K.

What does the chart on this EQIX ownership page compare?

The chart compares Montecito Bank & Trust's quarterly EQIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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