Mechanics Bank Trust Department
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 722,214
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 199 | 722,214 | 13F-HR | Mechanics Bank Trust Department |
| Q4 2025 | 1/14/2026 | 203 | 763,646 | 13F-HR | Mechanics Bank Trust Department |
| Q3 2025 | 10/22/2025 | 205 | 712,080 | 13F-HR | Mechanics Bank Trust Department |
| Q2 2025 | 7/14/2025 | 213 | 697,499 | 13F-HR | Mechanics Bank Trust Department |
| Q2 2014 | 7/24/2014 | 150 | 349,435 | 13F-HR | Mechanics Bank Trust Department |
| Q1 2014 | 4/30/2014 | 160 | 439,222 | 13F-HR | Mechanics Bank Trust Department |
| Q4 2013 | 1/23/2014 | 153 | 413,688 | 13F-HR | Mechanics Bank Trust Department |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 425.3 K | 58.9% | 0 | 187.5 K | -187.5 K |
| ETFs | 291.5 K | 40.4% | 148.7 K | 0 | 148.7 K |
| Debt | 5.364 K | 0.7% | 0 | 53 | -53 |
| Other | 0 | 0.0% | 0 | 2.518 K | -2.518 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
722,214
Holdings
199
QoQ value change ($000)
-41,432
(-5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.