CWM
MCHB

CCG Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

CCG Wealth 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 		$2.52M Buy
171,072
+113,472
+197% +$1.68M 0.68% 28
2025
Q4 		$843K Sell
57,600
-113,441
-66% -$1.58M 0.36% 44
2025
Q3 		$2.28M Sell
171,041
-299
-0.2% -$3.98K 1.07% 18
2025
Q2 		$2.24M Sell
171,340
-897
-0.5% -$10.8K 1.18% 17
2025
Q1 		$2.02M Sell
172,237
-57,205
-25% -$567K 1.21% 19
2024
Q4 		$2.62M Sell
229,442
-198
-0.1% -$2.45K 1.46% 14
2024
Q3 		$3.62M Sell
229,640
-141
-0.1% -$2.01K 2.03% 11
2024
Q2 		$2.62M Hold
229,781
– – 1.48% 15
2024
Q1 		$3.46M Buy
229,781
+52,136
+29% +$716K 2.08% 10
2023
Q4 		$1.83M Sell
177,645
-52,136
-23% -$361K 1.23% 20
2023
Q3 		$1.79M Buy
229,781
+20,255
+10% +$180K 1.17% 18
2023
Q2 		$1.24M Hold
209,526
– – 0.78% 23
2023
Q1 		$3.77M Hold
209,526
– – 2.49% 10
2022
Q4 		$5.78M Hold
209,526
– – 3.21% 9
2022
Q3 		$6.04M Sell
209,526
-3,625
-2% -$128K 3.69% 9
2022
Q2 		$7.39M Sell
213,151
-399
-0.2% -$16.1K 4.17% 8
2022
Q1 		$10.1M Sell
213,550
-7,077
-3% -$361K 4.96% 5
2021
Q4 		$11.5M Sell
220,627
-24,575
-10% -$1.18M 5.98% 5
2021
Q3 		$10.1M Sell
245,202
-5,524
-2% -$216K 5.88% 3
2021
Q2 		$10.2M Buy
+250,726
New +$10.8M 7.94% 3

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