EWA
MCHB

EverSource Wealth Advisors’s Mechanics Bancorp MCHB Stock Holding History

EverSource Wealth 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
2026
Q1 		$355 Sell
24
-133
-85% -$1.97K ﹤0.01% 4118
2025
Q4 		$2.3K Sell
157
-9
-5% -$125 ﹤0.01% 3457
2025
Q3 		$2.21K Buy
166
+17
+11% +$226 ﹤0.01% 3484
2025
Q2 		$1.95K Buy
+149
New +$1.79K ﹤0.01% 3517
2024
Q2 		– Sell
-632
Closed -$7.74K – 3099
2024
Q1 		$7.74K Hold
632
– – ﹤0.01% 1828
2023
Q4 		$6.51K Buy
632
+516
+445% +$3.57K ﹤0.01% 1752
2023
Q3 		$904 Buy
+116
New +$1.03K ﹤0.01% 2271
2023
Q2 		– Sell
-447
Closed -$8.04K – 2551
2023
Q1 		$8.04K Buy
+447
New +$11.2K ﹤0.01% 1457
2022
Q4 		– Sell
-37
Closed -$1K – 2359
2022
Q3 		$1K Sell
37
-72
-66% -$2.54K ﹤0.01% 1821
2022
Q2 		$4K Hold
109
– – ﹤0.01% 1323
2022
Q1 		$5K Hold
109
– – ﹤0.01% 1247
2021
Q4 		$6K Buy
+109
New +$5.25K ﹤0.01% 1179

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