AG
MCHB

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% 1040
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $312M AUM 30.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return