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
2022
Q3 		– Sell
-100,000
Closed -$66K – 101
2022
Q2 		$66K Hold
100,000
– – 0.04% 109
2022
Q1 		$7K Buy
+100,000
New +$5.1M ﹤0.01% 122

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 $8.53B AUM 21.43% 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

CCG Wealth Management's MCHB Position: Q1 2026 in Review

CCG Wealth Management increased its Mechanics Bancorp (MCHB) stake by 197% in Q1 2026, buying an estimated $1.68M and bringing the position to 171,072 shares worth $2.52M. The position accounts for 0.68% of the portfolio, ranked #28.

CCG Wealth Management first reported a position in MCHB in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.5M in Q4 2021. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

  • CCG Wealth Management held 171,072 shares of Mechanics Bancorp worth $2.52M as of Q1 2026.
  • CCG Wealth Management bought 113,472 Mechanics Bancorp shares in Q1 2026, an estimated $1.68M.
  • Mechanics Bancorp made up 0.68% of CCG Wealth Management's portfolio in Q1 2026, its #28 holding.
  • CCG Wealth Management first reported a position in Mechanics Bancorp in Q2 2021 and has held it in 20 quarters since.
  • CCG Wealth Management's Mechanics Bancorp position peaked at $11.5M in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.