CoreCap Advisors’s Mechanics Bancorp MCHB Stock Holding History

CoreCap Advisors’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	-11	Closed	-$129	–	2970
2025 Q1	$129	Buy	+11	New	+$109	﹤0.01%	3040

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CoreCap Advisors's MCHB Position: Q2 2025 in Review

CoreCap Advisors sold out of Mechanics Bancorp (MCHB) in Q2 2025, closing a stake of 11 shares — an estimated $129 sold.

CoreCap Advisors first reported a position in MCHB in Q1 2025 and held it in 1 quarter. The position peaked at $129 in Q1 2025. 96 funds tracked by Wall St. Rank hold MCHB as of Q2 2025.

CoreCap Advisors reported no remaining Mechanics Bancorp position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 11 Mechanics Bancorp shares in Q2 2025, an estimated $129.
CoreCap Advisors first reported a position in Mechanics Bancorp in Q1 2025 and held it in 1 quarter.
CoreCap Advisors's Mechanics Bancorp position peaked at $129 in Q1 2025.
96 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.