AssetMark Inc
MCHB

AssetMark Inc’s Mechanics Bancorp MCHB Stock Holding History

AssetMark Inc’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
Q1 		$51K Hold
3,460
– – ﹤0.01% 1744
2025
Q4 		$50.6K Hold
3,460
– – ﹤0.01% 1713
2025
Q3 		$46.1K Hold
3,460
– – ﹤0.01% 1661
2025
Q2 		$45.2K Hold
3,460
– – ﹤0.01% 1591
2025
Q1 		$40.6K Hold
3,460
– – ﹤0.01% 1498
2024
Q4 		$39.5K Buy
+3,460
New +$42.8K ﹤0.01% 1485
2019
Q3 		– Sell
-2,929
Closed -$87K – 1350
2019
Q2 		$87K Sell
2,929
-296
-9% -$8.51K ﹤0.01% 626
2019
Q1 		$85K Sell
3,225
-1,028
-24% -$26.7K ﹤0.01% 614
2018
Q4 		$90K Buy
+4,253
New +$108K ﹤0.01% 583
2018
Q1 		– Sell
-10
Closed – – 1660
2017
Q4 		$0 Buy
+10
New +$290 ﹤0.01% 1982
2017
Q1 		– Sell
-4
Closed – – 1340
2016
Q4 		$0 Buy
+4
New +$115 ﹤0.01% 1308

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return