Algert Global’s Mechanics Bancorp MCHB Stock Holding History

Algert Global’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
2025 Q4	–	Sell	-12,270	Closed	-$163K	–	1220
2025 Q3	$163K	Hold	12,270	–	–	﹤0.01%	1057
2025 Q2	$160K	Hold	12,270	–	–	﹤0.01%	1110
2025 Q1	$144K	Buy	+12,270	New	+$122K	﹤0.01%	1109
2024 Q1	–	Sell	-16,860	Closed	-$174K	–	1152
2023 Q4	$174K	Buy	+16,860	New	+$117K	0.01%	1039
2023 Q2	–	Sell	-28,232	Closed	-$508K	–	1156
2023 Q1	$508K	Buy	+28,232	New	+$709K	0.02%	815
2022 Q2	–	Sell	-10,812	Closed	-$512K	–	1285
2022 Q1	$512K	Buy	10,812 +2,629	+32%	+$134K	0.03%	803
2021 Q4	$426K	Buy	+8,183	New	+$394K	0.05%	595
2015 Q4	–	Sell	-10,860	Closed	-$251K	–	344
2015 Q3	$251K	Sell	10,860 -3,020	-22%	-$68.2K	0.14%	244
2015 Q2	$317K	Buy	+13,880	New	+$300K	0.17%	207

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 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

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

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Algert Global's MCHB Position: Q4 2025 in Review

Algert Global sold out of Mechanics Bancorp (MCHB) in Q4 2025, closing a stake of 12,270 shares — an estimated $163K sold.

Algert Global first reported a position in MCHB in Q2 2015 and held it in 9 quarters. The position peaked at $512K in Q1 2022. 131 funds tracked by Wall St. Rank hold MCHB as of Q4 2025.

Algert Global reported no remaining Mechanics Bancorp position as of Q4 2025 after selling out during the quarter.
Algert Global sold 12,270 Mechanics Bancorp shares in Q4 2025, an estimated $163K.
Algert Global first reported a position in Mechanics Bancorp in Q2 2015 and held it in 9 quarters.
Algert Global's Mechanics Bancorp position peaked at $512K in Q1 2022.
131 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.