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Yolanda Johnson

Mechanics Bank Trust Department

Assets Managed
$808.202M
Holdings
211
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
11.91%(2Q avg: 3.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mechanics Bank Trust Department's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 211 positions.

Assets under management

The assets under management (AUM) of Mechanics Bank Trust Department over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 808.202M in assets, with a quarterly growth rate of 11.91% and a 2-quarter average growth rate of 3.25%. The portfolio is managed by Yolanda Johnson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.47%
5.48%
$44.245M
59,249 shares@ $746.77 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.83%
4.73%
$38.164M
106,791 shares@ $357.37 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.12%
4.7%
$37.919M
131,046 shares@ $289.36 avg price
HMST
Homestreet Inc
Recent Activity
Decreased -2.58%
4.42%
$35.656M
2.243M shares@ $15.9 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.96%
3.38%
$27.279M
73,129 shares@ $373.02 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 4.18%
2.64%
$21.308M
145,534 shares@ $146.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.06%
2.29%
$18.439M
25,040 shares@ $736.4 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.04%
2.09%
$16.82M
84,060 shares@ $200.09 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 8.64%
1.99%
$16.06M
43,917 shares@ $365.7 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.26%
1.88%
$15.17M
16,216 shares@ $935.47 avg price

1-10 of 211