BMCM
MCHB

Burns Matteson Capital Management’s Mechanics Bancorp MCHB Stock Holding History

Burns Matteson Capital Management’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 		– Sell
-3,500
Closed -$225K – 214
2025
Q4 		$225K Buy
+3,500
New +$48.7K 0.08% 178

Other funds holding MCHB

MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Burns Matteson Capital Management's MCHB Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Mechanics Bancorp (MCHB) stake by 6.1% in Q2 2026, selling an estimated $14.7K and leaving 15,259 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #171.

Burns Matteson Capital Management first reported a position in MCHB in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • Burns Matteson Capital Management held 15,259 shares of Mechanics Bancorp worth $243K as of Q2 2026.
  • Burns Matteson Capital Management sold 984 Mechanics Bancorp shares in Q2 2026, an estimated $14.7K.
  • Mechanics Bancorp made up 0.08% of Burns Matteson Capital Management's portfolio in Q2 2026, its #171 holding.
  • Burns Matteson Capital Management first reported a position in Mechanics Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.