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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Mechanics Financial Corp's IT Position: Q1 2026 in Review

Mechanics Financial Corp sold out of Gartner (IT) in Q1 2026, closing a stake of 35 shares — an estimated $8.83K sold.

Mechanics Financial Corp first reported a position in IT in Q4 2021 and held it in 17 quarters. The position peaked at $17.7K in Q3 2024. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Mechanics Financial Corp reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Mechanics Financial Corp sold 35 Gartner shares in Q1 2026, an estimated $8.83K.
Mechanics Financial Corp first reported a position in Gartner in Q4 2021 and held it in 17 quarters.
Mechanics Financial Corp's Gartner position peaked at $17.7K in Q3 2024.
719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.