StockDrifts LogoStockDrifts

Mechanics Bank Trust Department

Portfolio Manager
Mechanics Bank Trust Department
Performance
-5.31% (2026 Q1)
AUM (13F)
$722.21M
# of Holdings
199
Performance Rank
Allocation (Top 20)
48.77%

Mechanics Bank Trust Department Holdings Map

Top 50 Mechanics Bank Trust Department Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
5.06%56.2K$36.5M
+1.77%(+978)
2025-Q1: 74.2K shares2025-Q2: 61.0K shares2025-Q3: 55.4K shares2025-Q4: 55.2K shares2026-Q1: 56.2K shares
$233.27(+210.27%)
2026-03-31
MCHB
MECHANICS BANCORP
4.7%2.30M$34.0M
-32.75%(-1.12M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.42M shares2026-Q1: 2.30M shares
$13.97(+6.37%)
2026-03-31
AAPL
APPLE INC
4.55%129.6K$32.9M
-0.14%(-183)
2025-Q1: 222.9K shares2025-Q2: 202.2K shares2025-Q3: 165.9K shares2025-Q4: 129.8K shares2026-Q1: 129.6K shares
$124.38(+128.48%)
2026-03-31
GOOGL
ALPHABET INC
4.38%109.9K$31.6M
-2.28%(-2.57K)
2025-Q1: 128.0K shares2025-Q2: 116.9K shares2025-Q3: 114.9K shares2025-Q4: 112.5K shares2026-Q1: 109.9K shares
$26.95(+1341.16%)
2026-03-31
MSFT
MICROSOFT CORP
3.68%71.7K$26.6M
+0.14%(+101)
2025-Q1: 80.3K shares2025-Q2: 75.1K shares2025-Q3: 71.7K shares2025-Q4: 71.6K shares2026-Q1: 71.7K shares
$68.88(+497.26%)
2026-03-31
IWP
ISHARES TR
2.48%139.7K$17.9M
+0.12%(+163)
2025-Q1: 104.3K shares2025-Q2: 121.7K shares2025-Q3: 135.4K shares2025-Q4: 139.5K shares2026-Q1: 139.7K shares
$107.93(+27.40%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.24%16.3K$16.2M
-0.90%(-148)
2025-Q1: 18.7K shares2025-Q2: 17.0K shares2025-Q3: 16.3K shares2025-Q4: 16.4K shares2026-Q1: 16.3K shares
$91.14(+1015.19%)
2026-03-31
QQQ
INVESCO QQQ TR
2.06%25.8K$14.9M
-0.84%(-219)
2025-Q1: 28.0K shares2025-Q2: 27.2K shares2025-Q3: 26.1K shares2025-Q4: 26.1K shares2026-Q1: 25.8K shares
$182.38(+273.73%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
2%254.8K$14.4M
-1.47%(-3.80K)
2025-Q1: 331.7K shares2025-Q2: 296.9K shares2025-Q3: 262.4K shares2025-Q4: 258.6K shares2026-Q1: 254.8K shares
$55.57(+1.68%)
2026-03-31
XOM
EXXON MOBIL CORP
1.93%82.3K$14.0M
-3.93%(-3.37K)
2025-Q1: 93.6K shares2025-Q2: 83.0K shares2025-Q3: 79.7K shares2025-Q4: 85.7K shares2026-Q1: 82.3K shares
$85.28(+81.62%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Mechanics Bank Trust Department, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all