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 Q2	$55K	Hold	3,460	–	–	﹤0.01%	1802
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 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

AssetMark Inc's MCHB Position: Q2 2026 in Review

AssetMark Inc held its Mechanics Bancorp (MCHB) position steady in Q2 2026 at 3,460 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

AssetMark Inc first reported a position in MCHB in Q4 2016 and has held it in 12 quarters since. The position peaked at $90K in Q4 2018. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

AssetMark Inc held 3,460 shares of Mechanics Bancorp worth $55K as of Q2 2026.
AssetMark Inc left its Mechanics Bancorp share count unchanged in Q2 2026.
Mechanics Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1802 holding.
AssetMark Inc first reported a position in Mechanics Bancorp in Q4 2016 and has held it in 12 quarters since.
AssetMark Inc's Mechanics Bancorp position peaked at $90K in Q4 2018.
143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.