Mechanics Bancorp: which funds bought and sold

Institutions that bought and sold Mechanics Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 75 institutions that filed 13F reports for both quarters added to or opened positions in Mechanics Bancorp, and 63 cut or closed them. Together they sold a net 2.7M shares, −10.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 224K shares (+6.5%); index fund managers were net sellers of 969K shares (−9.3%). 33 opened a new position and 18 sold out entirely.

Bought, Q2 2026 75 institutions, 33 of them new holders Sold, Q2 2026 63 institutions, 18 of them sold out

Net change, all compared −2.7M shares (−10.0%)

Net change, active managers +224K shares (+6.5%), 12 bought, 11 sold

Buyers versus sellers

institutions compared, 159

75 bought 21 63 sold

Active managers and hedge funds 12 bought · 11 sold · +224K

Index fund managers 3 bought · 8 sold · −969K

Other institutions 60 bought · 44 sold · −1.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+357K +239.0%	507K	$8.1M
First Trust Advisors LP	+240K +306.3%	318K	$5.1M
Citadel Advisors LLC Hedge fund	+228K +138.8%	393K	$6.2M
Gw&K Investment Management, LLC	+227K +20.1%	1.4M	$21.6M
Renaissance Technologies LLC Hedge fund	+205K +96.2%	419K	$6.7M
Nuveen, LLC	+205K +213.8%	301K	$4.8M
Simcoe Capital LLC	+160K +45.9%	507K	$8.1M
HRT Financial LP	+123K New position	123K	$2M
Jump Financial, LLC	+98K New position	98K	$1.6M
Boothbay Fund Management, LLC Hedge fund	+75K New position	75K	$1.2M
Sierra Summit Advisors LLC	+63K New position	63K	$1M
Numerai Gp LLC	+63K +174.5%	99K	$1.6M
PDT Partners, LLC Hedge fund	+57K New position	57K	$911,309
Atom Investors LP	+51K New position	51K	$815,400
Jain Global LLC Hedge fund	+46K New position	46K	$723,450
Odyssean, LLC	+45K New position	45K	$718,489
Drw Securities, LLC	+41K New position	41K	$653,013
BNP Paribas Financial Markets	+36K +341.0%	46K	$730,700
Millennium Management LLC Hedge fund	+30K New position	30K	$478,129
HSBC Holdings PLC	+30K New position	30K	$475,003

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+357K +239.0%	507K	$8.1M
Citadel Advisors LLC Hedge fund	+228K +138.8%	393K	$6.2M
Renaissance Technologies LLC Hedge fund	+205K +96.2%	419K	$6.7M
Boothbay Fund Management, LLC Hedge fund	+75K New position	75K	$1.2M
PDT Partners, LLC Hedge fund	+57K New position	57K	$911,309
Jain Global LLC Hedge fund	+46K New position	46K	$723,450
Millennium Management LLC Hedge fund	+30K New position	30K	$478,129
Magnetar Financial LLC Hedge fund	+20K New position	20K	$325,759
Exoduspoint Capital Management, LP Hedge fund	+18K New position	18K	$280,285
Kennedy Capital Management LLC Active manager	+16K +27.0%	74K	$1.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Philosophy Capital Management LLC	−582K Sold out	0	—
Philadelphia Financial Management Of San Francisco, LLC	−545K Sold out	0	—
Stieven Capital Advisors, L.P.	−439K Sold out	0	—
Vanguard Capital Management LLC Index funds	−431K −20.7%	1.6M	$26.2M
Maltese Capital Management LLC	−358K −67.1%	175K	$2.8M
Mendon Capital Advisors Corp	−348K Sold out	0	—
Blackrock, Inc. Index funds	−345K −10.1%	3.1M	$49M
Curi Capital, LLC	−319K Sold out	0	—
Gator Capital Management, LLC	−255K Sold out	0	—
Alliancebernstein L.P. Active manager	−252K −39.1%	392K	$5.8M
Centerbook Partners LP Hedge fund	−235K −45.5%	281K	$4.5M
J. Goldman & Co LP Hedge fund	−234K −34.2%	450K	$7.2M
Goldman Sachs Group Inc	−228K −33.5%	452K	$7.2M
Charles Schwab Investment Management Inc Index funds	−112K −17.4%	532K	$8.5M
Morgan Stanley	−63K −16.5%	318K	$5.1M
Squarepoint Ops LLC Hedge fund	−62K −19.3%	257K	$4.1M
Mechanics Bank Trust Department	−59K −2.6%	2.2M	$35.7M
UBS Group AG	−58K −33.3%	116K	$1.9M
Geode Capital Management, LLC Index funds	−43K −3.0%	1.4M	$21.9M
Aquatic Capital Management LLC	−41K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	−252K −39.1%	392K	$5.8M
Centerbook Partners LP Hedge fund	−235K −45.5%	281K	$4.5M
J. Goldman & Co LP Hedge fund	−234K −34.2%	450K	$7.2M
Squarepoint Ops LLC Hedge fund	−62K −19.3%	257K	$4.1M
Schonfeld Strategic Advisors LLC Hedge fund	−13K Sold out	0	—
Intech Investment Management LLC Active manager	−12K Sold out	0	—
Marshall Wace, LLP Hedge fund	−11K Sold out	0	—
Price T Rowe Associates Inc Active manager	−5,349 −11.7%	41K	$644,000
Graham Capital Management, L.P. Hedge fund	−4,688 −9.4%	45K	$714,435
AQR Capital Management LLC Hedge fund	−1,828 −13.7%	12K	$183,486

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	123K	$2M
Jump Financial, LLC	98K	$1.6M
Boothbay Fund Management, LLCHedge fund	75K	$1.2M
Sierra Summit Advisors LLC	63K	$1M
PDT Partners, LLCHedge fund	57K	$911,309
Atom Investors LP	51K	$815,400
Jain Global LLCHedge fund	46K	$723,450
Odyssean, LLC	45K	$718,489
Drw Securities, LLC	41K	$653,013
Millennium Management LLCHedge fund	30K	$478,129

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Philosophy Capital Management LLC	582K	$8.6M
Philadelphia Financial Management Of San Francisco, LLC	545K	$8M
Stieven Capital Advisors, L.P.	439K	$6.5M
Mendon Capital Advisors Corp	348K	$5.1M
Curi Capital, LLC	319K	$4.7M
Gator Capital Management, LLC	255K	$3.8M
Aquatic Capital Management LLC	41K	$611,786
Occudo Quantitative Strategies LP	41K	$607,152
Dark Forest Capital Management LP	19K	$281,047
Creative Planning	19K	$276,194

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 142
Ten largest holders: 61.4%
Index fund managers: 38.7%
Active managers and hedge funds: 15.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	11	6	4	+224K	+6.5%
Index fund managers	3	8	0	0	−969K	−9.3%
Other institutions	60	44	27	14	−1.9M	−14.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Mechanics Bancorp.

Only managers that filed a holdings report for both quarters are compared (159 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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