IA
MCHB

IFP Advisors’s Mechanics Bancorp MCHB Stock Holding History

IFP 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
2025
Q2 		– Hold
0
– – – 4005
2025
Q1 		– Hold
0
– – – 4214
2024
Q4 		– Hold
0
– – – 4525
2022
Q4 		– Sell
-4
Closed -$11K – 4696
2022
Q3 		$11K Hold
4
– – ﹤0.01% 3576
2022
Q2 		$11K Hold
4
– – ﹤0.01% 3324
2022
Q1 		$11K Buy
+4
New +$204 ﹤0.01% 3324

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

IFP Advisors's MCHB Position: Q2 2025 in Review

IFP Advisors held its Mechanics Bancorp (MCHB) position steady in Q2 2025 at 0 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

IFP Advisors first reported a position in MCHB in Q1 2022 and has held it in 3 quarters since. The position peaked at $11K in Q3 2022. 96 funds tracked by Wall St. Rank hold MCHB as of Q2 2025.

  • IFP Advisors held 0 shares of Mechanics Bancorp worth $1.58K as of Q2 2025.
  • IFP Advisors left its Mechanics Bancorp share count unchanged in Q2 2025.
  • Mechanics Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4005 holding.
  • IFP Advisors first reported a position in Mechanics Bancorp in Q1 2022 and has held it in 3 quarters since.
  • IFP Advisors's Mechanics Bancorp position peaked at $11K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.