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MCHB

Fourthstone LLC’s Mechanics Bancorp MCHB Stock Holding History

Fourthstone LLC’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
2025
Q2 		– Sell
-113,906
Closed -$1.34M – 103
2025
Q1 		$1.34M Sell
113,906
-64,094
-36% -$635K 0.33% 43
2024
Q4 		$2.03M Buy
+178,000
New +$2.2M 0.4% 34
2024
Q3 		– Sell
-256,505
Closed -$2.92M – 68
2024
Q2 		$2.92M Buy
+256,505
New +$2.81M 0.93% 21
2024
Q1 		– Sell
-1,865,896
Closed -$19.2M – 46
2023
Q4 		$19.2M Buy
1,865,896
+256,276
+16% +$1.77M 3.89% 4
2023
Q3 		$12.5M Buy
1,609,620
+1,589,620
+7,948% +$14.1M 2.85% 8
2023
Q2 		$118K Buy
+20,000
New +$188K 0.03% 66

Other funds holding MCHB

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fourthstone LLC's MCHB Position: Q2 2025 in Review

Fourthstone LLC sold out of Mechanics Bancorp (MCHB) in Q2 2025, closing a stake of 113,906 shares — an estimated $1.34M sold.

Fourthstone LLC first reported a position in MCHB in Q2 2023 and held it in 6 quarters. The position peaked at $19.2M in Q4 2023. 96 funds tracked by Wall St. Rank hold MCHB as of Q2 2025.

  • Fourthstone LLC reported no remaining Mechanics Bancorp position as of Q2 2025 after selling out during the quarter.
  • Fourthstone LLC sold 113,906 Mechanics Bancorp shares in Q2 2025, an estimated $1.34M.
  • Fourthstone LLC first reported a position in Mechanics Bancorp in Q2 2023 and held it in 6 quarters.
  • Fourthstone LLC's Mechanics Bancorp position peaked at $19.2M in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2025.

Based on Fourthstone LLC's 13F filing for Q2 2025, filed 14 Aug 2025.