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Manager record

Mechanics Bank Trust Department

Walnut Creek, CA · CIK 1439743 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$798.12MReported 13F valueQ3 2026 · as filed
205Holdings listed
-1.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $697.5M$697.5MQ2 2025373 holdingsQ3 2025: $712.1M$712.1MQ3 2025363 holdingsQ4 2025: $763.6M$763.6MQ4 2025360 holdingsQ1 2026: $722.2M$722.2MQ1 2026354 holdingsQ2 2026: $808.2M$808.2MQ2 2026380 holdingsQ3 2026: $798.1M$798.1MQ3 2026205 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$798.12M · 205 holdings listed · View original SEC filing ↗
Jul 07 2026 13F-HR · period Q2 2026

$808.20M · 380 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$722.21M · 354 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$763.65M · 360 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$712.08M · 363 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$697.50M · 373 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology