JGC
MCHB

J. Goldman & Co’s Mechanics Bancorp MCHB Stock Holding History

J. Goldman & Co’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 		$7.15M Sell
449,959
-234,226
-34% -$3.51M 0.18% 154
2026
Q1 		$10.1M Sell
684,185
-90,052
-12% -$1.33M 0.29% 111
2025
Q4 		$11.3M Buy
774,237
+299,177
+63% +$4.16M 0.3% 96
2025
Q3 		$6.32M Buy
475,060
+352,925
+289% +$4.7M 0.16% 174
2025
Q2 		$1.6M Buy
+122,135
New +$1.46M 0.04% 300

Other funds holding MCHB

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

J. Goldman & Co's MCHB Position: Q2 2026 in Review

J. Goldman & Co reduced its Mechanics Bancorp (MCHB) stake by 34% in Q2 2026, selling an estimated $3.51M and leaving 449,959 shares worth $7.15M. The position accounts for 0.18% of the portfolio, ranked #154.

J. Goldman & Co first reported a position in MCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2025. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • J. Goldman & Co held 449,959 shares of Mechanics Bancorp worth $7.15M as of Q2 2026.
  • J. Goldman & Co sold 234,226 Mechanics Bancorp shares in Q2 2026, an estimated $3.51M.
  • Mechanics Bancorp made up 0.18% of J. Goldman & Co's portfolio in Q2 2026, its #154 holding.
  • J. Goldman & Co first reported a position in Mechanics Bancorp in Q2 2025 and has held it in 5 quarters since.
  • J. Goldman & Co's Mechanics Bancorp position peaked at $11.3M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.