CPA
MCHB

Capital Planning Advisors’s Mechanics Bancorp MCHB Stock Holding History

Capital Planning Advisors’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 		$5.06M Hold
343,313
– – 0.73% 31
2025
Q4 		$5.02M Buy
343,313
+16,505
+5% +$229K 0.67% 33
2025
Q3 		$4.35M Buy
+326,808
New +$4.35M 0.6% 40

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T 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 $7.29B 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 $3.44B AUM 33.8% 1-Year Est. Return

Capital Planning Advisors's MCHB Position: Q1 2026 in Review

Capital Planning Advisors held its Mechanics Bancorp (MCHB) position steady in Q1 2026 at 343,313 shares worth $5.06M. The position accounts for 0.73% of the portfolio, ranked #31.

Capital Planning Advisors first reported a position in MCHB in Q3 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

  • Capital Planning Advisors held 343,313 shares of Mechanics Bancorp worth $5.06M as of Q1 2026.
  • Capital Planning Advisors left its Mechanics Bancorp share count unchanged in Q1 2026.
  • Mechanics Bancorp made up 0.73% of Capital Planning Advisors's portfolio in Q1 2026, its #31 holding.
  • Capital Planning Advisors first reported a position in Mechanics Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.