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 Q2	$72K	Buy	4,530 +4,517	+34,746%	+$67.7K	0.04%	562
2026 Q1	$0	Buy	+13	New	+$193	﹤0.01%	2483
2025 Q4	–	Sell	-4,482	Closed	-$60K	–	2459
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	–	2354
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 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Covestor's MCHB Position: Q2 2026 in Review

Covestor increased its Mechanics Bancorp (MCHB) stake by 34,746% in Q2 2026, buying an estimated $67.7K and bringing the position to 4,530 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #562.

Covestor first reported a position in MCHB in Q4 2021 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

Covestor held 4,530 shares of Mechanics Bancorp worth $72K as of Q2 2026.
Covestor bought 4,517 Mechanics Bancorp shares in Q2 2026, an estimated $67.7K.
Mechanics Bancorp made up 0.04% of Covestor's portfolio in Q2 2026, its #562 holding.
Covestor first reported a position in Mechanics Bancorp in Q4 2021 and has held it in 12 quarters since.
143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.