Mechanics Bank Trust Department Portfolio Holdings
Mechanics Bank Trust Department
- $697 Million
- Q3 2025
Mechanics Bank Trust Department has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $697 Million distributed in 363 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.2M, Microsoft Corp with a value of $37.1M, Spdr S&P 500 ETF Trust with a value of $36.9M, Alphabet Inc. with a value of $27.9M, and Ishares Russell Mid Cap Growth with a value of $19.3M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $684M to 697M.
Below you can find more details about Mechanics Bank Trust Department portfolio as well as his latest detailed transactions.
Portfolio value
$697 Million
ETFs: $289 Million
Technology: $129 Million
Financial Services: $46.1 Million
Healthcare: $43.9 Million
Consumer Defensive: $42.6 Million
Communication Services: $41.5 Million
Consumer Cyclical: $41.2 Million
Industrials: $30.8 Million
Other: $31.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 363
- Current Value $697 Million
- Prior Value $684 Million
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 3 stocks
- Additional Purchases 31 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks