Superior Planning, LLC’s Mechanics Bancorp MCHB Stock Holding History

Superior Planning, LLC’s Portfolio MCHB Stock Details MCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2K	Buy	+135	New	+$2.16K	﹤0.01%	1560

Other funds holding MCHB

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Superior Planning, LLC's MCHB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Mechanics Bancorp (MCHB) in Q3 2026: 135 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings.

95 funds tracked by Wall St. Rank hold MCHB as of Q3 2026.

Superior Planning, LLC held 135 shares of Mechanics Bancorp worth $2K as of Q3 2026.
Mechanics Bancorp was a new Superior Planning, LLC position in Q3 2026.
Mechanics Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1560 holding.
95 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.