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
Q2 		$2.72M Sell
171,041
-31
-0% -$465 0.63% 27
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 4.16% 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 5.84% 3
2021
Q2 		$10.2M Buy
+250,726
New +$10.8M 7.94% 3

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CCG Wealth Management's MCHB Position: Q2 2026 in Review

CCG Wealth Management reduced its Mechanics Bancorp (MCHB) stake by 0.02% in Q2 2026, selling an estimated $465 and leaving 171,041 shares worth $2.72M. The position accounts for 0.63% of the portfolio, ranked #27.

CCG Wealth Management first reported a position in MCHB in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.5M in Q4 2021. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • CCG Wealth Management held 171,041 shares of Mechanics Bancorp worth $2.72M as of Q2 2026.
  • CCG Wealth Management sold 31 Mechanics Bancorp shares in Q2 2026, an estimated $465.
  • Mechanics Bancorp made up 0.63% of CCG Wealth Management's portfolio in Q2 2026, its #27 holding.
  • CCG Wealth Management first reported a position in Mechanics Bancorp in Q2 2021 and has held it in 21 quarters since.
  • CCG Wealth Management's Mechanics Bancorp position peaked at $11.5M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.