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 Q2	$31.5K	Buy	1,981 +1,957	+8,154%	+$29.3K	﹤0.01%	2108
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	–	3098
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	–	2544
2023 Q1	$8.04K	Buy	+447	New	+$11.2K	﹤0.01%	1457
2022 Q4	–	Sell	-37	Closed	-$1K	–	2356
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 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

EverSource Wealth Advisors's MCHB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Mechanics Bancorp (MCHB) stake by 8,154% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,981 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

EverSource Wealth Advisors first reported a position in MCHB in Q4 2021 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

EverSource Wealth Advisors held 1,981 shares of Mechanics Bancorp worth $31.5K as of Q2 2026.
EverSource Wealth Advisors bought 1,957 Mechanics Bancorp shares in Q2 2026, an estimated $29.3K.
Mechanics Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2108 holding.
EverSource Wealth Advisors first reported a position in Mechanics Bancorp in Q4 2021 and has held it in 13 quarters since.
143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.