Mechanics Bank - Trust Department’s AvalonBay Communities AVB Stock Holding History

Mechanics Bank - Trust Department’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Sell	7,673 -647	-8%	-$117K	0.18%	102
2026 Q1	$1.36M	Sell	8,320 -1,907	-19%	-$333K	0.19%	110
2025 Q4	$1.85M	Sell	10,227 -4,040	-28%	-$733K	0.24%	92
2025 Q3	$2.76M	Sell	14,267 -1,512	-10%	-$294K	0.39%	71
2025 Q2	$3.21M	Sell	15,779 -2,115	-12%	-$433K	0.46%	61
2025 Q1	$3.84M	Sell	17,894 -170	-0.9%	-$36.9K	0.52%	51
2024 Q4	$3.97M	Sell	18,064 -30	-0.2%	-$6.77K	0.53%	47
2024 Q3	$4.08M	Buy	18,094 +160	+0.9%	+$34.6K	0.54%	48
2024 Q2	$3.71M	Buy	17,934 +60	+0.3%	+$11.6K	0.53%	53
2024 Q1	$3.32M	Buy	17,874 +15,736	+736%	+$2.83M	0.49%	57
2023 Q4	$400K	Buy	+2,138	New	+$373K	0.06%	150
2014 Q2	–	Sell	-1,871	Closed	-$246K	–	151
2014 Q1	$246K	Hold	1,871	–	–	0.06%	139
2013 Q4	$221K	Hold	1,871	–	–	0.05%	140
2013 Q3	$238K	Hold	1,871	–	–	0.07%	130
2013 Q2	$252K	Buy	+1,871	New	+$250K	0.07%	124

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mechanics Bank - Trust Department's AVB Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its AvalonBay Communities (AVB) stake by 7.8% in Q2 2026, selling an estimated $117K and leaving 7,673 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #102.

Mechanics Bank - Trust Department first reported a position in AVB in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.08M in Q3 2024. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

Mechanics Bank - Trust Department held 7,673 shares of AvalonBay Communities worth $1.45M as of Q2 2026.
Mechanics Bank - Trust Department sold 647 AvalonBay Communities shares in Q2 2026, an estimated $117K.
AvalonBay Communities made up 0.18% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #102 holding.
Mechanics Bank - Trust Department first reported a position in AvalonBay Communities in Q2 2013 and has held it in 15 quarters since.
Mechanics Bank - Trust Department's AvalonBay Communities position peaked at $4.08M in Q3 2024.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.