Mechanics Bank Trust Department
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 798,116
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 205 | 798,116 | 13F-HR | Mechanics Bank Trust Department |
| Q2 2026 | 7/7/2026 | 211 | 808,202 | 13F-HR | Mechanics Bank Trust Department |
| 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 | 453.1 K | 56.8% | 0 | 4.704 K | -4.704 K |
| ETFs | 340.3 K | 42.6% | 0 | 4.762 K | -4.762 K |
| Debt | 4.647 K | 0.6% | 0 | 614 | -614 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
798,116
Holdings
205
QoQ value change ($000)
-10,086
(-1.2%)
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.