Montecito Bank & Trust SPG — SIMON PPTY GROUP INC NEW OTHER

Ownership history in Montecito Bank & Trust  ·  5 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported SIMON PPTY GROUP INC NEW OTHER (SPG) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows SPG at 0.07% 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 SPG 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 SIMON PPTY GROUP INC NEW OTHER, 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 Q3

SPG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 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.

SPG stock page Montecito Bank & Trust fund profile Montecito Bank & Trust full holdings
How Montecito Bank & Trust held SPG — position size vs. price
% of Fund (quarterly)    SPG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,378 +139 +6.2% 0.07% $477K 2026-10-01 $200.81
2026 Q2 ADDED — — — 2,239 +420 +23.1% 0.07% $501K 2026-07-16 $226.06
2026 Q1 ADDED — — — 1,819 +1,381 +315.3% 0.06% $339K 2026-04-16 $197.05
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPG

As of 2026 Q3 — sorted by position size

Noble Wealth Management PBC 0.0%

FAQ About Montecito Bank & Trust and SPG

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 SPG?

Montecito Bank & Trust reported SPG across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

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

The largest reported portfolio weight for SPG was 0.07% in 2026 Q2.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2026 Q3, when Montecito Bank & Trust reported 2,378 shares, equal to 0.07% of portfolio, with an estimated market value of $477K.

What does the chart on this SPG ownership page compare?

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

Based on 13F filing dates vs. subsequent SPG price moves, Montecito Bank & Trust correctly timed 2 out of 4 reported position changes (50%).

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