Mechanics Financial Corp’s Dow Inc DOW Stock Holding History

Mechanics Financial Corp’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.1K	Sell	150 -200	-57%	-$7.26K	﹤0.01%	227
2026 Q1	$14.6K	Hold	350	–	–	0.01%	211
2025 Q4	$8.18K	Hold	350	–	–	﹤0.01%	219
2025 Q3	$8.03K	Sell	350 -1,284	-79%	-$32K	﹤0.01%	229
2025 Q2	$43.3K	Hold	1,634	–	–	0.02%	181
2025 Q1	$57.1K	Sell	1,634 -3,430	-68%	-$132K	0.03%	169
2024 Q4	$203K	Sell	5,064 -2,207	-30%	-$103K	0.09%	112
2024 Q3	$397K	Buy	7,271 +200	+3%	+$10.6K	0.17%	84
2024 Q2	$375K	Buy	7,071 +25	+0.4%	+$1.43K	0.19%	88
2024 Q1	$408K	Hold	7,046	–	–	0.21%	87
2023 Q4	$386K	Buy	7,046 +725	+11%	+$37K	0.22%	81
2023 Q3	$326K	Hold	6,321	–	–	0.18%	80
2023 Q2	$337K	Sell	6,321 -150	-2%	-$7.97K	0.18%	81
2023 Q1	$355K	Hold	6,471	–	–	0.21%	85
2022 Q4	$326K	Sell	6,471 -335	-5%	-$16.4K	0.19%	87
2022 Q3	$299K	Buy	6,806 +250	+4%	+$12.7K	0.2%	90
2022 Q2	$338K	Buy	6,556 +1,000	+18%	+$64K	0.2%	85
2022 Q1	$354K	Buy	5,556 +47	+0.9%	+$2.83K	0.18%	87
2021 Q4	$312K	Buy	+5,509	New	+$314K	0.15%	99

Other funds holding DOW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mechanics Financial Corp's DOW Position: Q2 2026 in Review

Mechanics Financial Corp reduced its Dow Inc (DOW) stake by 57% in Q2 2026, selling an estimated $7.26K and leaving 150 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Mechanics Financial Corp first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $408K in Q1 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Mechanics Financial Corp held 150 shares of Dow Inc worth $4.1K as of Q2 2026.
Mechanics Financial Corp sold 200 Dow Inc shares in Q2 2026, an estimated $7.26K.
Dow Inc made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q2 2026, its #227 holding.
Mechanics Financial Corp first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's Dow Inc position peaked at $408K in Q1 2024.
1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.