First Trust Advisors’s Mechanics Bancorp MCHB Stock Holding History

First Trust 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	$1.15M	Sell	78,302 -9,020	-10%	-$134K	﹤0.01%	2112
2025 Q4	$1.28M	Buy	+87,322	New	+$1.21M	﹤0.01%	2068
2025 Q2	–	Sell	-13,330	Closed	-$156K	–	2641
2025 Q1	$156K	Buy	13,330 +349	+3%	+$3.46K	﹤0.01%	2482
2024 Q4	$148K	Buy	+12,981	New	+$161K	﹤0.01%	2503
2023 Q2	–	Sell	-10,104	Closed	-$182K	–	2386
2023 Q1	$182K	Sell	10,104 -8,196	-45%	-$206K	﹤0.01%	2311
2022 Q4	$506K	Buy	18,300 +9,102	+99%	+$249K	﹤0.01%	2186
2022 Q3	$265K	Sell	9,198 -26,785	-74%	-$943K	﹤0.01%	2352
2022 Q2	$1.25M	Sell	35,983 -5,335	-13%	-$215K	﹤0.01%	1896
2022 Q1	$1.96M	Sell	41,318 -1,495	-3%	-$76.3K	﹤0.01%	1783
2021 Q4	$2.23M	Buy	42,813 +4,107	+11%	+$198K	﹤0.01%	1746
2021 Q3	$1.59M	Buy	38,706 +25,813	+200%	+$1.01M	﹤0.01%	1852
2021 Q2	$525K	Sell	12,893 -1,358	-10%	-$58.5K	﹤0.01%	2268
2021 Q1	$628K	Buy	14,251 +5,443	+62%	+$226K	﹤0.01%	2139
2020 Q4	$297K	Buy	8,808 +129	+1%	+$4.14K	﹤0.01%	2223
2020 Q3	$224K	Sell	8,679 -838	-9%	-$22K	﹤0.01%	2215
2020 Q2	$234K	Sell	9,517 -2,596	-21%	-$60.3K	﹤0.01%	2207
2020 Q1	$269K	Sell	12,113 -1,686	-12%	-$48.8K	﹤0.01%	2105
2019 Q4	$469K	Sell	13,799 -514	-4%	-$15.9K	﹤0.01%	2135
2019 Q3	$391K	Sell	14,313 -5,132	-26%	-$142K	﹤0.01%	2204
2019 Q2	$576K	Sell	19,445 -3,943	-17%	-$113K	﹤0.01%	2058
2019 Q1	$616K	Sell	23,388 -5,237	-18%	-$136K	﹤0.01%	2058
2018 Q4	$608K	Sell	28,625 -10,413	-27%	-$263K	﹤0.01%	2057
2018 Q3	$1.03M	Sell	39,038 -29,854	-43%	-$860K	﹤0.01%	1951
2018 Q2	$1.86M	Buy	68,892 +11,498	+20%	+$317K	﹤0.01%	1659
2018 Q1	$1.64M	Buy	57,394 +520	+0.9%	+$15.5K	﹤0.01%	1578
2017 Q4	$1.65M	Buy	56,874 +685	+1%	+$19.9K	﹤0.01%	1631
2017 Q3	$1.52M	Sell	56,189 -11,370	-17%	-$296K	﹤0.01%	1647
2017 Q2	$1.87M	Buy	67,559 +146	+0.2%	+$3.97K	0.01%	1525
2017 Q1	$1.88M	Sell	67,413 -770	-1%	-$21.2K	0.01%	1531
2016 Q4	$2.15M	Buy	68,183 +32,422	+91%	+$929K	0.01%	1390
2016 Q3	$896K	Buy	35,761 +393	+1%	+$9.25K	﹤0.01%	1769
2016 Q2	$705K	Buy	35,368 +2,762	+8%	+$57.5K	﹤0.01%	1851
2016 Q1	$679K	Sell	32,606 -5,837	-15%	-$117K	﹤0.01%	1825
2015 Q4	$835K	Buy	38,443 +12,773	+50%	+$279K	﹤0.01%	1799
2015 Q3	$593K	Buy	25,670 +5,866	+30%	+$132K	﹤0.01%	1922
2015 Q2	$452K	Buy	19,804 +2,990	+18%	+$64.6K	﹤0.01%	2008
2015 Q1	$308K	Buy	16,814 +72	+0.4%	+$1.27K	﹤0.01%	2058
2014 Q4	$291K	Buy	16,742 +1,065	+7%	+$18K	﹤0.01%	2087
2014 Q3	$268K	Buy	+15,677	New	+$280K	﹤0.01%	2070
2013 Q3	–	Sell	-16,832	Closed	-$361K	–	2273
2013 Q2	$361K	Buy	+16,832	New	+$371K	﹤0.01%	1967

Other funds holding MCHB

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Advisors's MCHB Position: Q1 2026 in Review

First Trust Advisors reduced its Mechanics Bancorp (MCHB) stake by 10% in Q1 2026, selling an estimated $134K and leaving 78,302 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

First Trust Advisors first reported a position in MCHB in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.23M in Q4 2021. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

First Trust Advisors held 78,302 shares of Mechanics Bancorp worth $1.15M as of Q1 2026.
First Trust Advisors sold 9,020 Mechanics Bancorp shares in Q1 2026, an estimated $134K.
Mechanics Bancorp made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2112 holding.
First Trust Advisors first reported a position in Mechanics Bancorp in Q2 2013 and has held it in 40 quarters since.
First Trust Advisors's Mechanics Bancorp position peaked at $2.23M in Q4 2021.
132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.