Mechanics Bank Trust Department Reduced Holdings in Q2 2025

Mechanics Bank Trust Department

  • $684 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-122
- 8.36%
$236.26 - $291.15 $28.8K - $35.5K
1.34K $364K
IDV
Ishares Tr

ETFs
-2.61K
- 13.64%
$27.79 - $34.84 $72.4K - $90.8K
16.5K $569K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.25K
- 1.15%
$22.3 - $22.57 $27.9K - $28.2K
108K $2.42M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-997
- 0.67%
$29.07 - $29.38 $29K - $29.3K
148K $4.34M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-30
- 1.0%
$64.31 - $75.93 $1.93K - $2.28K
2.98K $202K
BA
Boeing CO

Industrials
-333
- 22.86%
$136.59 - $217.51 $45.5K - $72.4K
1.12K $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2K
- 6.28%
$51.16 - $62.02 $102K - $124K
29.8K $1.85M
BOND
Pimco Active Bond Exchange Tra

ETFs
-20
- 0.7%
$89.87 - $92.93 $1.8K - $1.86K
2.83K $261K
UYLD
Angel Oak Fds Tr Ultrashort In
-10.8K
- 17.94%
N/A
49.3K $0
Linde PLC
-35
- 1.48%
N/A
2.32K $0
Blackrock Inc
-93
- 2.62%
N/A
3.45K $0
Ge Vernova Inc
-418
- 27.66%
N/A
1.09K $0
LMT
Lockheed Martin Corp

Industrials
-26
- 2.97%
$430.82 - $486.45 $11.2K - $12.6K
848 $392K
CBRE
Cbre Group, Inc.

Real Estate
-209
- 6.07%
$113.94 - $140.12 $23.8K - $29.3K
3.24K $453K
NKE
Nike, Inc.

Consumer Cyclical
-879
- 9.5%
$53.27 - $72.04 $46.8K - $63.3K
8.37K $594K
MORN
Morningstar, Inc.

Financial Services
-6
- 0.63%
$255.31 - $313.93 $1.53K - $1.88K
949 $297K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-200
- 2.67%
$58.13 - $69.92 $11.6K - $14K
7.28K $508K
ADI
Analog Devices Inc

Technology
-64
- 4.87%
$164.6 - $238.02 $10.5K - $15.2K
1.25K $297K
GOOG
Alphabet Inc.

Communication Services
-3.58K
- 11.14%
$146.58 - $180.01 $525K - $645K
28.6K $5.07M
XLF
Financial Sector Spdr

ETFs
-6.42K
- 5.07%
$43.92 - $52.37 $282K - $336K
120K $6.3M
PANW
Palo Alto Networks Inc

Technology
-763
- 10.59%
$152.44 - $204.64 $116K - $156K
6.45K $1.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-275
- 1.2%
$114.78 - $133.31 $31.6K - $36.7K
22.6K $3.01M
XLY
Select Sector Spdr Consumer Di

ETFs
-461
- 4.81%
$176.34 - $218.59 $81.3K - $101K
9.12K $1.98M
CAT
Caterpillar Inc

Industrials
-70
- 3.11%
$273.94 - $388.21 $19.2K - $27.2K
2.18K $846K
INTU
Intuit Inc

Technology
-50
- 5.53%
$544.07 - $787.63 $27.2K - $39.4K
854 $672K
IBM
International Business Machines Corp

Technology
-58
- 1.64%
$221.03 - $294.78 $12.8K - $17.1K
3.47K $1.02M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-749
- 3.05%
$50.44 - $64.81 $37.8K - $48.5K
23.8K $1.54M
DIS
Walt Disney CO

Communication Services
-1.03K
- 7.14%
$81.72 - $124.01 $83.8K - $127K
13.3K $1.66M
GS
Goldman Sachs Group Inc

Financial Services
-701
- 15.38%
$462.22 - $707.75 $324K - $496K
3.86K $2.73M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.53K
- 15.35%
$122.57 - $173.27 $1.17M - $1.65M
52.5K $9.1M
META
Meta Platforms, Inc.

Communication Services
-14
- 0.56%
$484.66 - $738.09 $6.79K - $10.3K
2.5K $1.85M
PWR
Quanta Services, Inc.

Industrials
-1.78K
- 20.58%
$239.47 - $381.26 $425K - $677K
6.85K $2.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-320
- 3.67%
$320.42 - $424.58 $103K - $136K
8.4K $3.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.99K
- 10.54%
$167.32 - $223.3 $1.17M - $1.56M
59.3K $13M
NFLX
Netflix Inc

Communication Services
-365
- 15.78%
$855.86 - $1339.13 $312K - $489K
1.95K $2.61M
APH
Amphenol Corp

Technology
-1.56K
- 6.73%
$59.09 - $98.75 $91.9K - $154K
21.6K $2.13M
GOOGL
Alphabet Inc.

Communication Services
-11.1K
- 8.66%
$144.7 - $178.6 $1.6M - $1.98M
117K $20.6M
XLK
Technology Sector Spdr

ETFs
-1.81K
- 6.38%
$179.73 - $253.23 $325K - $458K
26.6K $6.73M
JPM
Jpmorgan Chase & CO

Financial Services
-320
- 0.81%
$210.28 - $289.91 $67.3K - $92.8K
39.1K $11.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-833
- 2.97%
$416.06 - $551.64 $347K - $460K
27.2K $15M
AVGO
Broadcom Inc.

Technology
-411
- 2.23%
$146.29 - $275.65 $60.1K - $113K
18K $4.96M
NVDA
Nvidia Corp

Technology
-13K
- 14.58%
$94.31 - $157.99 $1.23M - $2.05M
76.2K $12M
ORCL
Oracle Corp

Technology
-14K
- 19.16%
$122.82 - $218.63 $1.72M - $3.07M
59.2K $12.9M
MSFT
Microsoft Corp

Technology
-5.18K
- 6.45%
$354.56 - $497.45 $1.83M - $2.57M
75.1K $37.4M
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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