Montecito Bank & Trust NVDA — NVIDIA CORP

Ownership history in Montecito Bank & Trust  ·  41 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported NVIDIA CORP (NVDA) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.64% in 2025 Q3. The latest visible filing shows NVDA at 4.83% 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 NVDA 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 NVIDIA CORP, 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

NVDA was reported at 4.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.64% in 2025 Q3

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.

NVDA stock page Montecito Bank & Trust fund profile Montecito Bank & Trust full holdings
How Montecito Bank & Trust held NVDA — position size vs. price
% of Fund (quarterly)    NVDA 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 REDUCED — — — 168,044 -7,297 -4.2% 4.83% $29.3M 2026-04-16 $198.35
2025 Q4 REDUCED 9.9% -6.5% ✅ 175,341 -19,209 -9.9% 5.21% $32.7M 2026-01-09 $184.85
2025 Q3 REDUCED — — — 194,550 -6,218 -3.1% 5.64% $36.3M 2025-10-07 $185.02
2025 Q1 REDUCED 5.9% +45.8% ❌ 200,768 -12,648 -5.9% 3.85% $21.8M 2025-04-17 $101.47
2024 Q4 REDUCED — — — 213,416 -8,319 -3.8% 4.96% $28.7M 2025-01-21 $140.78
2024 Q3 ADDED — — — 221,735 +1,231 +0.6% 4.59% $26.9M 2024-10-31 $132.71
2024 Q2 ADDED — — — 220,504 +197,181 +845.4% 5.54% $27.2M 2024-07-17 $117.93
2024 Q1 REDUCED 8.4% +37.6% ❌ 23,323 -2,147 -8.4% 4.21% $21.1M 2024-04-09 $85.31
2023 Q4 REDUCED — — — 25,470 -1,020 -3.9% 2.71% $12.6M 2024-01-05 $49.07
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Discovery Value Fund 3Y 7Y 100.0% Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% Golden Unicorn (BVI) Ltd 59.26% Linden Rose Investment LLC 3Y 54.41% GHE, LLC 3Y 54.21% MISHPACHA HOLDINGS CORP 50.97% M & L Capital Management Ltd 50.22% Palidye Holdings (Caymans) Ltd 47.85% Summa Corp. 45.79%

FAQ About Montecito Bank & Trust and NVDA

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 NVDA?

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

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

The largest reported portfolio weight for NVDA was 5.64% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when Montecito Bank & Trust reported 168,044 shares, equal to 4.83% of portfolio, with an estimated market value of $29.3M.

What does the chart on this NVDA ownership page compare?

The chart compares Montecito Bank & Trust's quarterly NVDA 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 NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Montecito Bank & Trust correctly timed 19 out of 40 reported position changes (48%). The annualised alpha on NVDA relative to SPY over the holding period was +50.4%.

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