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Yolanda Johnson

Mechanics Bank Trust Department

Assets Managed
$722.214M
Holdings
199
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-5.42%(2Q avg: 0.91%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mechanics Bank Trust Department's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 199 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 722.214M in assets, with a quarterly growth rate of -5.42% and a 2-quarter average growth rate of 0.91%. The portfolio is managed by Yolanda Johnson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.78%
5.06%
$36.536M
56,180 shares@ $650.34 avg price
HMST
Homestreet Inc
Recent Activity
Decreased -32.75%
4.71%
$33.954M
2.302M shares@ $14.75 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.14%
4.56%
$32.89M
129,597 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.28%
4.38%
$31.606M
109,911 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.15%
3.68%
$26.552M
71,728 shares@ $370.17 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 0.12%
2.48%
$17.898M
139,696 shares@ $128.12 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.9%
2.25%
$16.201M
16,259 shares@ $996.43 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.84%
2.07%
$14.91M
25,833 shares@ $577.18 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -1.47%
2%
$14.44M
254,769 shares@ $56.68 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.92%
1.94%
$13.971M
82,345 shares@ $169.66 avg price

1-10 of 199