Mechanics Financial Corp

Position in MS — Morgan Stanley

CIK 1821336 Mansfield, OH

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,300,437

+$282,078 QoQ

Shares Held

6,221

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,270

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 41% Shared 59% None 0%

Financial Services · as of Jun 30, 2026

Mechanics Financial Corp holds $1,651,293 across 3 Capital Markets names. MS ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	6,221	$1,300,437
2	GS	Goldman Sachs Group Inc	346	$349,934
3	SCHW	Schwab Charles Corp	10	$922

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,300,437	6,221	+0.5%	Shares	Defined	2026-08-05
2026-03-31	$1,018,359	6,188	-7.3%	Shares	Defined	2026-05-06
2025-12-31	$1,185,190	6,676	+1.2%	Shares	Defined	2026-01-22
2025-09-30	$1,048,500	6,596	+1.8%	Shares	Defined	2025-11-06
2025-06-30	$912,913	6,481	-16.8%	Shares	Defined	2025-07-21
2025-03-31	$908,625	7,788	0.0%	Shares	Defined	2025-05-02
2024-12-31	$979,107	7,788	-0.4%	Shares	Defined	2025-02-12
2024-09-30	$815,469	7,823	+3.0%	Shares	Sole	2024-11-06
2024-06-30	$738,449	7,598	+2.3%	Shares	Sole	2024-08-01
2024-03-31	$699,232	7,426	+3.1%	Shares	Sole	2024-05-03
2023-12-31	$671,493	7,201	0.0%	Shares	Sole	2024-02-06
2023-09-30	$588,105	7,201	0.0%	Shares	Sole	2023-10-24
2023-06-30	$614,965	7,201	+1.1%	Shares	Sole	2023-08-01
2023-03-31	$625,223	7,121	0.0%	Shares	Sole	2023-05-05
2022-12-31	$605,427	7,121	0.0%	Shares	Sole	2023-01-20
2022-09-30	$562,630	7,121	+0.5%	Shares	Sole	2022-10-28
2022-06-30	$538,961	7,086	+6.6%	Shares	Sole	2022-08-02
2022-03-31	$580,860	6,646	+3.0%	Shares	Sole	2022-05-16
2021-12-31	$633,230	6,451	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.