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
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 $5.72T 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 $7.29B 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 $3.44B AUM 33.8% 1-Year Est. Return

Creative Planning's MCHB Position: Q1 2026 in Review

Creative Planning increased its Mechanics Bancorp (MCHB) stake by 26% in Q1 2026, buying an estimated $57.7K and bringing the position to 18,725 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

Creative Planning first reported a position in MCHB in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

  • Creative Planning held 18,725 shares of Mechanics Bancorp worth $276K as of Q1 2026.
  • Creative Planning bought 3,896 Mechanics Bancorp shares in Q1 2026, an estimated $57.7K.
  • Mechanics Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3480 holding.
  • Creative Planning first reported a position in Mechanics Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.