C
MCHB

Covestor’s Mechanics Bancorp MCHB Stock Holding History

Covestor’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 		$0 Buy
+13
New +$193 ﹤0.01% 2491
2025
Q4 		– Sell
-4,482
Closed -$60K – 2469
2025
Q3 		$60K Hold
4,482
– – 0.03% 831
2025
Q2 		$59K Hold
4,482
– – 0.03% 828
2025
Q1 		$53K Buy
+4,482
New +$44.4K 0.04% 822
2023
Q3 		– Sell
-134
Closed -$1K – 2370
2023
Q2 		$1K Sell
134
-70
-34% -$657 ﹤0.01% 1955
2023
Q1 		$4K Buy
204
+64
+46% +$1.61K ﹤0.01% 1604
2022
Q4 		$4K Buy
140
+42
+43% +$1.15K ﹤0.01% 1622
2022
Q3 		$3K Buy
98
+55
+128% +$1.94K ﹤0.01% 1616
2022
Q2 		$2K Buy
43
+16
+59% +$644 ﹤0.01% 1611
2022
Q1 		$1K Sell
27
-45
-63% -$2.3K ﹤0.01% 1840
2021
Q4 		$4K Buy
+72
New +$3.47K 0.01% 1391

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