Mechanics Financial Corp’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35	Closed	-$8.83K	–	237
2025 Q4	$8.83K	Hold	35	–	–	﹤0.01%	218
2025 Q3	$9.2K	Hold	35	–	–	﹤0.01%	226
2025 Q2	$14.1K	Hold	35	–	–	0.01%	217
2025 Q1	$14.7K	Hold	35	–	–	0.01%	215
2024 Q4	$17K	Hold	35	–	–	0.01%	198
2024 Q3	$17.7K	Hold	35	–	–	0.01%	199
2024 Q2	$15.7K	Hold	35	–	–	0.01%	190
2024 Q1	$16.7K	Buy	35 +5	+17%	+$2.3K	0.01%	178
2023 Q4	$13.5K	Hold	30	–	–	0.01%	168
2023 Q3	$10.3K	Hold	30	–	–	0.01%	173
2023 Q2	$10.5K	Hold	30	–	–	0.01%	174
2023 Q1	$9.77K	Hold	30	–	–	0.01%	175
2022 Q4	$10K	Hold	30	–	–	0.01%	175
2022 Q3	$8K	Hold	30	–	–	0.01%	178
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	192
2022 Q1	$9K	Sell	30 -20	-40%	-$5.79K	﹤0.01%	185
2021 Q4	$17K	Buy	+50	New	+$16.1K	0.01%	164

Other funds holding IT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return