Montecito Bank & Trust V — VISA INC-CLASS A

Ownership history in Montecito Bank & Trust  ·  48 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported VISA INC-CLASS A (V) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2025 Q4. The latest visible filing shows V at 0.67% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V 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 VISA INC-CLASS A, 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
2026 Q1

V was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

V stock page Montecito Bank & Trust fund profile Montecito Bank & Trust full holdings
How Montecito Bank & Trust held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 13,498 +71 +0.5% 0.67% $4.1M 2026-04-16 $315.10
2025 Q4 REDUCED — — — 13,427 -203 -1.5% 0.75% $4.7M 2026-01-09 $349.05
2025 Q3 ADDED — — — 13,630 +1,908 +16.3% 0.72% $4.7M 2025-10-07 $351.00
2025 Q1 REDUCED — — — 11,722 -301 -2.5% 0.73% $4.1M 2025-04-17 $327.16
2024 Q4 ADDED — — — 12,023 +230 +2.0% 0.66% $3.8M 2025-01-21 $320.69
2024 Q3 ADDED — — — 11,793 +303 +2.6% 0.55% $3.2M 2024-10-31 $286.67
2024 Q2 REDUCED — — — 11,490 -122 -1.1% 0.61% $3.0M 2024-07-17 $269.17
2024 Q1 ADDED — — — 11,612 +122 +1.1% 0.65% $3.2M 2024-04-09 $272.63
2023 Q4 ADDED — — — 11,490 +254 +2.3% 0.64% $3.0M 2024-01-05 $255.38
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Katamaran Capital LLP 11.08% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36% HughesLittle Investment Management Ltd. 9.9% Luma Capital S.A. - SPF 9.89% MFF Capital Investments Ltd 9.84% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96%

FAQ About Montecito Bank & Trust and V

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 V?

Montecito Bank & Trust reported V across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for V was 0.75% in 2025 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Montecito Bank & Trust reported 13,498 shares, equal to 0.67% of portfolio, with an estimated market value of $4.1M.

What does the chart on this V ownership page compare?

The chart compares Montecito Bank & Trust's quarterly V 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.

How well did Montecito Bank & Trust time their V position?

Based on 13F filing dates vs. subsequent V price moves, Montecito Bank & Trust correctly timed 26 out of 45 reported position changes (58%). The annualised alpha on V relative to SPY over the holding period was +2.2%.

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