Action Point Financial Planning’s Mechanics Bancorp MCHB Stock Holding History

Action Point Financial Planning’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 Q2	$16	Buy	+1	New	+$15	﹤0.01%	2776

Other funds holding MCHB

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

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's MCHB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Mechanics Bancorp (MCHB) in Q2 2026: 1 share worth $16. The stake represents ﹤0.01% of the portfolio and ranks #2776 among its holdings.

142 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

Action Point Financial Planning held 1 share of Mechanics Bancorp worth $16 as of Q2 2026.
Mechanics Bancorp was a new Action Point Financial Planning position in Q2 2026.
Mechanics Bancorp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2776 holding.
142 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.