Mechanics Bank Trust Department Portfolio Holdings
Mechanics Bank Trust Department
- $684 Million
- Q2 2025
Mechanics Bank Trust Department has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $684 Million distributed in 373 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.5M, Spdr S&P 500 ETF Trust with a value of $37.7M, Microsoft Corp with a value of $37.4M, Alphabet Inc. with a value of $20.6M, and J P Morgan Exchange Traded Fd with a value of $16.9M.
Examining the 13F form we can see an decrease of $35.2M in the current position value, from $719M to 684M.
Below you can find more details about Mechanics Bank Trust Department portfolio as well as his latest detailed transactions.
Portfolio value
$684 Million
ETFs: $282 Million
Technology: $123 Million
Consumer Defensive: $47.3 Million
Financial Services: $46.6 Million
Healthcare: $43.5 Million
Consumer Cyclical: $41.8 Million
Communication Services: $33.4 Million
Industrials: $32.5 Million
Other: $32.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 373
- Current Value $684 Million
- Prior Value $719 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 9 stocks
- Additional Purchases 34 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks