13F Insight
DOSSIER · 13F-HR · Q2 2026

Mechanics Bank Trust Department

$808M in tracked AUM across 380 positions as of Q2 2026.

MB
CIK 0001439743 · last filed Jun 30, 2026
Total AUM
$808M
as of Q2 2026
Holdings
380
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mechanics Bank Trust Department filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$44M59K5.5%02
GOOGL
ALPHABET INC
$38M107K4.7%03
AAPL
APPLE INC
$38M131K4.7%04
MCHB
MECHANICS BANCORP
$36M2.2M4.4%05
MSFT
MICROSOFT CORP
$27M73K3.4%06
IWP
ISHARES TR
$21M146K2.6%07
QQQ
INVESCO QQQ TR
$18M25K2.3%08
NVDA
NVIDIA CORPORATION
$17M84K2.1%09
VBK
VANGUARD INDEX FDS
$16M44K2.0%10
COST
COSTCO WHOLESALE CORPORATION
$15M16K1.9%

Filing history

2026Q2Jun 30
$808M▲ 11.9%
380 positionsView →2026Q1Mar 31
$722M▼ 5.4%
354 positionsView →2025Q4Dec 31
$764M▲ 7.2%
360 positionsView →2025Q3Sep 30
$712M▲ 2.1%
363 positionsView →2025Q2Jun 30
$697M▼ 4.8%
373 positionsLocked2025Q1Mar 31
$733M▼ 2.3%
378 positionsLocked2024Q4Dec 31
$750M▼ 0.1%
376 positionsLocked2024Q3Sep 30
$751M▲ 7.5%
359 positionsLocked2024Q2Jun 30
$699M▲ 2.6%
352 positionsLocked2024Q1Mar 31
$681M▲ 6.3%
337 positionsLocked2023Q4Dec 31
$641M▲ 7.0%
323 positionsLocked2023Q3Sep 30
$599M▼ 4.4%
297 positionsLocked
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