Creative Planning
MCHB

Creative Planning’s Mechanics Bancorp MCHB Stock Holding History

Creative Planning’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 		– Sell
-18,725
Closed -$276K – 4351
2026
Q1 		$276K Buy
18,725
+3,896
+26% +$57.7K ﹤0.01% 3480
2025
Q4 		$217K Buy
+14,829
New +$206K ﹤0.01% 3487

Other funds holding MCHB

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's MCHB Position: Q2 2026 in Review

Creative Planning sold out of Mechanics Bancorp (MCHB) in Q2 2026, closing a stake of 18,725 shares — an estimated $276K sold.

Creative Planning first reported a position in MCHB in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q1 2026. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • Creative Planning reported no remaining Mechanics Bancorp position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 18,725 Mechanics Bancorp shares in Q2 2026, an estimated $276K.
  • Creative Planning first reported a position in Mechanics Bancorp in Q4 2025 and held it in 2 quarters.
  • Creative Planning's Mechanics Bancorp position peaked at $276K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.