Carson Wealth (CWM LLC)
MCHB

Carson Wealth (CWM LLC)’s Mechanics Bancorp MCHB Stock Holding History

Carson Wealth (CWM LLC)’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 		$6.82K Buy
462
+38
+9% +$563 ﹤0.01% 4928
2025
Q4 		$6K Buy
424
+50
+13% +$695 ﹤0.01% 4749
2025
Q3 		$5K Sell
374
-4
-1% -$53 ﹤0.01% 4727
2025
Q2 		$5K Sell
378
-2,852
-88% -$34.2K ﹤0.01% 4613
2025
Q1 		$38K Buy
3,230
+146
+5% +$1.45K ﹤0.01% 3203
2024
Q4 		$35K Sell
3,084
-303
-9% -$3.75K ﹤0.01% 3054
2024
Q3 		$53K Buy
3,387
+311
+10% +$4.43K ﹤0.01% 2641
2024
Q2 		$35K Buy
3,076
+22
+0.7% +$241 ﹤0.01% 2721
2024
Q1 		$46K Sell
3,054
-499
-14% -$6.85K ﹤0.01% 2340
2023
Q4 		$37K Buy
3,553
+3,400
+2,222% +$23.5K ﹤0.01% 2360
2023
Q3 		$1K Sell
153
-20
-12% -$178 ﹤0.01% 3998
2023
Q2 		$1K Sell
173
-744
-81% -$6.99K ﹤0.01% 3970
2023
Q1 		$16K Buy
917
+761
+488% +$19.1K ﹤0.01% 2652
2022
Q4 		$4K Sell
156
-170
-52% -$4.65K ﹤0.01% 3297
2022
Q3 		$9K Buy
326
+223
+217% +$7.85K ﹤0.01% 2752
2022
Q2 		$4K Buy
+103
New +$4.14K ﹤0.01% 3087

Other funds holding MCHB

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCHB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mechanics Bancorp (MCHB) stake by 9% in Q1 2026, buying an estimated $563 and bringing the position to 462 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4928.

Carson Wealth (CWM LLC) first reported a position in MCHB in Q2 2022 and has held it in 16 quarters since. The position peaked at $53K in Q3 2024. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 462 shares of Mechanics Bancorp worth $6.82K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 38 Mechanics Bancorp shares in Q1 2026, an estimated $563.
  • Mechanics Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4928 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mechanics Bancorp in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Mechanics Bancorp position peaked at $53K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.