• 13F History

Mechanics Bank Trust Department

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$733M
Signature - Title
Yolanda Johnson - Trust Operations Manager
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Mechanics Bank Trust Department. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mechanics Bank Trust Department reported 217 stock holdings with total value $733M as of Q1 2025. Top holdings included AAPL, SPY, MSFT, GOOGL, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 217 $733M +$25M -$22.7M +$2.33M AAPL, SPY, MSFT, GOOGL, JEPI 13F-HR 4/8/2025, 08:20 PM
Q4 2024 218 $750M +$24.2M -$31.4M -$7.16M AAPL, SPY, MSFT, GOOGL, JEPI 13F-HR 1/16/2025, 11:07 AM
Q3 2024 202 $751M +$46.2M -$29.8M +$16.4M AAPL, SPY, MSFT, GOOGL, JEPI 13F-HR 10/10/2024, 05:19 PM
Q2 2024 197 $699M +$33.8M -$21.3M +$12.5M SPY, MSFT, AAPL, GOOGL, LQD 13F-HR 7/12/2024, 02:06 PM
Q1 2024 192 $681M +$28M -$26.6M +$1.37M SPY, MSFT, AAPL, GOOGL, LQD 13F-HR 4/12/2024, 02:11 PM
Q4 2023 183 $641M +$32M -$43.1M -$11.1M SPY, AAPL, MSFT, LQD, GOOGL 13F-HR 1/10/2024, 02:59 PM
Q3 2023 166 $599M +$10.2M -$10.7M -$422K SPY, AAPL, MSFT, LQD, GOOGL 13F-HR 10/10/2023, 09:13 PM
Q2 2023 170 $627M +$13.5M -$17.2M -$3.72M SPY, AAPL, MSFT, LQD, GOOGL 13F-HR 7/10/2023, 09:29 PM
Q1 2023 171 $594M +$9.07M -$18.5M -$9.4M SPY, AAPL, MSFT, LQD, GOOGL 13F-HR 4/10/2023, 09:54 PM
Q4 2022 168 $579M +$19M -$9.53M +$9.49M SPY, AAPL, LQD, MSFT, JNJ 13F-HR 1/23/2023, 04:55 PM
Q3 2022 166 $527M +$24.2M -$7.87M +$16.3M SPY, AAPL, LQD, MSFT, GOOGL 13F-HR 10/18/2022, 08:08 AM
Q2 2022 164 $559M +$21.4M -$9.58M +$11.8M SPY, LQD, AAPL, MSFT, GOOGL 13F-HR 7/13/2022, 01:23 PM
Q1 2022 173 $644M +$15M -$13.4M +$1.6M SPY, AAPL, LQD, MSFT, GOOGL 13F-HR 5/2/2022, 11:50 AM
Q4 2021 173 $677M +$11.9M -$9.64M +$2.23M SPY, LQD, AAPL, MSFT, GOOGL 13F-HR 1/25/2022, 05:18 PM
Q3 2021 176 $618M +$21.5M -$13M +$8.49M SPY, LQD, AAPL, MSFT, GOOGL 13F-HR 10/28/2021, 03:46 PM
Q2 2021 175 $610M +$19M -$26.6M -$7.63M SPY, LQD, AAPL, MSFT, GOOGL 13F-HR 7/29/2021, 03:48 PM
Q1 2021 173 $581M +$13.8M -$15.4M -$1.63M SPY, LQD, MSFT, AAPL, GOOGL 13F-HR 4/30/2021, 09:43 AM
Q4 2020 165 $555M +$22.2M -$6.42M +$15.8M SPY, AAPL, LQD, MSFT, VUG Restatement 2/2/2021, 05:58 AM
Q3 2020 162 $504M +$26.1M -$11.6M +$14.5M SPY, AAPL, LQD, MSFT, VUG 13F-HR 11/4/2020, 08:45 PM
Q2 2020 157 $477M +$12.5M -$5.44M +$7.1M SPY, LQD, MSFT, AAPL, VUG 13F-HR 7/24/2020, 05:15 PM
Q1 2020 147 $410M +$8.1M -$10.8M -$2.65M SPY, LQD, MSFT, AAPL, JNJ 13F-HR 4/16/2020, 04:46 PM
Q4 2019 175 $510M +$6.81M -$10M -$3.19M SPY, LQD, MSFT, AAPL, JNJ 13F-HR 1/23/2020, 04:08 PM
Q3 2019 223 $498M +$61.9M -$11.8M +$50M SPY, LQD, MSFT, AAPL, CVX 13F-HR 10/18/2019, 04:33 PM
Q2 2019 152 $443M +$6.53M -$11M -$4.44M SPY, LQD, MSFT, CVX, JNJ 13F-HR 7/17/2019, 04:50 PM
Q1 2019 151 $439M +$7.82M -$6.33M +$1.5M SPY, LQD, CVX, MSFT, JNJ 13F-HR 4/24/2019, 03:34 PM
Q4 2018 150 $395M +$5.88M -$19.1M -$13.2M SPY, LQD, CVX, JNJ, MSFT 13F-HR 1/29/2019, 04:12 PM
Q3 2018 158 $468M +$12.1M -$10.2M +$1.86M SPY, LQD, CVX, MSFT, XOM 13F-HR 10/26/2018, 04:19 PM
Q2 2018 158 $438M +$12.5M -$5.8M +$6.67M SPY, CVX, LQD, XOM, VUG 13F-HR 7/23/2018, 04:57 PM
Q1 2018 158 $426M +$9.28M -$11.6M -$2.32M SPY, LQD, CVX, VUG, JNJ 13F-HR 4/23/2018, 03:57 PM
Q4 2017 159 $443M +$10.7M -$7.64M +$3.1M SPY, LQD, CVX, JNJ, XOM 13F-HR 1/29/2018, 08:15 AM
Q3 2017 155 $419M +$4.89M -$11.6M -$6.67M SPY, LQD, CVX, XOM, JNJ 13F-HR 10/27/2017, 01:47 PM
Q2 2017 167 $419M +$6.37M -$4.74M +$1.62M SPY, LQD, XOM, CVX, JNJ 13F-HR 7/25/2017, 03:14 PM
Q1 2017 165 $409M +$8.29M -$20.1M -$11.8M SPY, LQD, XOM, CVX, JNJ 13F-HR 4/24/2017, 12:34 PM
Q4 2016 167 $413M +$8.09M -$10.3M -$2.23M SPY, LQD, XOM, CVX, JNJ 13F-HR 1/24/2017, 07:04 PM
Q3 2016 161 $409M +$148M -$3.41M +$144M SPY, LQD, XOM, CVX, JNJ 13F-HR 10/26/2016, 11:12 AM
Q2 2016 119 $271M +$9.82M -$3.17M +$6.65M XOM, CVX, JNJ, MO, BMY 13F-HR 7/19/2016, 03:02 PM
Q1 2016 116 $257M +$5.49M -$5.84M -$355K XOM, CVX, JNJ, MO, BMY 13F-HR 4/20/2016, 07:25 PM
Q4 2015 117 $255M +$15M -$15.1M -$32.2K XOM, CVX, JNJ, MO, BMY 13F-HR 1/27/2016, 07:24 AM
Q3 2015 118 $251M +$9.98M -$18.4M -$8.45M XOM, CVX, JNJ, MO, BMY 13F-HR 10/20/2015, 12:28 PM
Q2 2015 126 $284M +$1.98M -$17.9M -$15.9M XOM, CVX, BMY, JNJ, PFE 13F-HR 7/28/2015, 04:51 PM
Q1 2015 130 $308M +$4.3M -$13.1M -$8.8M XOM, CVX, JNJ, BMY, PFE 13F-HR 4/30/2015, 08:51 AM
Q4 2014 137 $321M +$8.21M -$21.5M -$13.3M XOM, CVX, JNJ, BMY, MO 13F-HR 1/26/2015, 06:41 AM
Q3 2014 143 $330M +$7.44M -$21.6M -$14.1M XOM, CVX, JNJ, BMY, PFE 13F-HR 11/4/2014, 03:32 PM
Q2 2014 148 $349M +$9M -$74.8M -$65.8M XOM, CVX, JNJ, PFE, BMY 13F-HR 7/24/2014, 07:06 AM
Q1 2014 159 $439M +$32.5M -$9.18M +$23.3M XOM, META, CVX, JNJ, GOOGLXXXX 13F-HR 4/29/2014, 07:20 PM
Q4 2013 152 $414M XOM, CVX, JNJ, GOOGLXXXX, BMY 13F-HR 1/23/2014, 06:34 AM