Founders Capital Management (Texas)’s Mechanics Bancorp MCHB Stock Holding History

Founders Capital Management (Texas)’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
2024 Q4	–	Sell	-1,300	Closed	-$20.5K	–	376
2024 Q3	$20.5K	Hold	1,300	–	–	0.01%	231
2024 Q2	$14.8K	Hold	1,300	–	–	0.01%	259
2024 Q1	$19.6K	Hold	1,300	–	–	0.01%	235
2023 Q4	$13.4K	Hold	1,300	–	–	0.01%	265
2023 Q3	$10.1K	Hold	1,300	–	–	0.01%	291
2023 Q2	$7.7K	Hold	1,300	–	–	0.01%	324
2023 Q1	$23K	Buy	1,300 +300	+30%	+$7.53K	0.02%	214
2022 Q4	$28K	Hold	1,000	–	–	0.02%	190
2022 Q3	$29K	Hold	1,000	–	–	0.02%	170
2022 Q2	$35K	Hold	1,000	–	–	0.03%	159
2022 Q1	$52K	Hold	1,000	–	–	0.03%	121
2021 Q4	$52K	Hold	1,000	–	–	0.03%	121
2021 Q3	$41K	Hold	1,000	–	–	0.03%	136
2021 Q2	$41K	Hold	1,000	–	–	0.03%	130
2021 Q1	$44K	Hold	1,000	–	–	0.03%	115
2020 Q4	$34K	Buy	+1,000	New	+$32.1K	0.02%	139
2020 Q1	$22K	Hold	1,000	–	–	0.02%	141
2019 Q4	$34K	Hold	1,000	–	–	0.03%	137
2019 Q3	$27K	Hold	1,000	–	–	0.02%	156
2019 Q2	$30K	Hold	1,000	–	–	0.03%	153
2019 Q1	$26K	Hold	1,000	–	–	0.02%	161
2018 Q4	$21K	Buy	+1,000	New	+$25.3K	0.02%	168

Other funds holding MCHB

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

P2P

Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

Founders Capital Management (Texas)'s MCHB Position: Q4 2024 in Review

Founders Capital Management (Texas) sold out of Mechanics Bancorp (MCHB) in Q4 2024, closing a stake of 1,300 shares — an estimated $20.5K sold.

Founders Capital Management (Texas) first reported a position in MCHB in Q4 2018 and held it in 22 quarters. The position peaked at $52K in Q1 2022. 109 funds tracked by Wall St. Rank hold MCHB as of Q4 2024.

Founders Capital Management (Texas) reported no remaining Mechanics Bancorp position as of Q4 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,300 Mechanics Bancorp shares in Q4 2024, an estimated $20.5K.
Founders Capital Management (Texas) first reported a position in Mechanics Bancorp in Q4 2018 and held it in 22 quarters.
Founders Capital Management (Texas)'s Mechanics Bancorp position peaked at $52K in Q1 2022.
109 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2024, filed 13 Jan 2025.