CCM
MCHB

Coldstream Capital Management’s Mechanics Bancorp MCHB Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-4,146
Closed -$48.7K – 2081
2025
Q1 		$48.7K Buy
+4,146
New +$41.1K ﹤0.01% 1720
2022
Q2 		– Sell
-9,368
Closed -$444K – 804
2022
Q1 		$444K Hold
9,368
– – 0.02% 427
2021
Q4 		$487K Hold
9,368
– – 0.02% 436
2021
Q3 		$241K Hold
9,368
– – 0.01% 349
2021
Q2 		$382K Hold
9,368
– – 0.02% 327
2021
Q1 		$413K Hold
9,368
– – 0.02% 251
2020
Q4 		$316K Hold
9,368
– – 0.02% 276
2020
Q3 		$241K Buy
9,368
+1,000
+12% +$26.3K 0.02% 269
2020
Q2 		$206K Sell
8,368
-855
-9% -$19.9K 0.02% 294
2020
Q1 		$205K Sell
9,223
-6,145
-40% -$178K 0.02% 259
2019
Q4 		$523K Hold
15,368
– – 0.04% 197
2019
Q3 		$420K Sell
15,368
-1,185
-7% -$32.9K 0.04% 211
2019
Q2 		$491K Buy
16,553
+83
+0.5% +$2.39K 0.04% 200
2019
Q1 		$434K Buy
16,470
+1,102
+7% +$28.6K 0.04% 202
2018
Q4 		$326K Hold
15,368
– – 0.03% 231
2018
Q3 		$407K Hold
15,368
– – 0.04% 227
2018
Q2 		$414K Sell
15,368
-960
-6% -$26.5K 0.04% 210
2018
Q1 		$468K Buy
16,328
+960
+6% +$28.5K 0.05% 189
2017
Q4 		$445K Sell
15,368
-740
-5% -$21.5K 0.05% 200
2017
Q3 		$435K Hold
16,108
– – 0.05% 197
2017
Q2 		$446K Hold
16,108
– – 0.06% 183
2017
Q1 		$450K Hold
16,108
– – 0.06% 177
2016
Q4 		$509K Buy
16,108
+740
+5% +$21.2K 0.08% 148
2016
Q3 		$385K Hold
15,368
– – 0.07% 147
2016
Q2 		$306K Hold
15,368
– – 0.05% 185
2016
Q1 		$320K Hold
15,368
– – 0.06% 165
2015
Q4 		$334K Buy
15,368
+3,536
+30% +$77.3K 0.07% 123
2015
Q3 		$273K Buy
+11,832
New +$267K 0.07% 127
2015
Q2 		– Sell
-11,832
Closed -$217K – 168
2015
Q1 		$217K Buy
+11,832
New +$209K 0.06% 121

Other funds holding MCHB

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's MCHB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Mechanics Bancorp (MCHB) in Q2 2025, closing a stake of 4,146 shares — an estimated $48.7K sold.

Coldstream Capital Management first reported a position in MCHB in Q1 2015 and held it in 29 quarters. The position peaked at $523K in Q4 2019. 96 funds tracked by Wall St. Rank hold MCHB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Mechanics Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,146 Mechanics Bancorp shares in Q2 2025, an estimated $48.7K.
  • Coldstream Capital Management first reported a position in Mechanics Bancorp in Q1 2015 and held it in 29 quarters.
  • Coldstream Capital Management's Mechanics Bancorp position peaked at $523K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.