Jacobs Levy Equity Management
MCHB

Jacobs Levy Equity Management’s Mechanics Bancorp MCHB Stock Holding History

Jacobs Levy Equity Management’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
-159,354
Closed -$1.87M – 1093
2025
Q1 		$1.87M Sell
159,354
-77,393
-33% -$767K 0.01% 674
2024
Q4 		$2.7M Buy
+236,747
New +$2.93M 0.01% 537
2024
Q1 		– Sell
-458,012
Closed -$4.72M – 990
2023
Q4 		$4.72M Buy
458,012
+22,913
+5% +$158K 0.02% 435
2023
Q3 		$3.39M Buy
435,099
+140,357
+48% +$1.25M 0.02% 452
2023
Q2 		$1.74M Buy
294,742
+100,896
+52% +$947K 0.01% 598
2023
Q1 		$3.49M Buy
193,846
+8,840
+5% +$222K 0.02% 470
2022
Q4 		$5.1M Buy
185,006
+2,358
+1% +$64.5K 0.03% 393
2022
Q3 		$5.26M Sell
182,648
-79,602
-30% -$2.8M 0.04% 384
2022
Q2 		$9.09M Buy
262,250
+68,555
+35% +$2.76M 0.07% 297
2022
Q1 		$9.18M Sell
193,695
-7,929
-4% -$405K 0.06% 311
2021
Q4 		$10.5M Sell
201,624
-20,718
-9% -$998K 0.07% 294
2021
Q3 		$9.15M Sell
222,342
-33,994
-13% -$1.33M 0.06% 315
2021
Q2 		$10.4M Buy
256,336
+102,946
+67% +$4.44M 0.07% 287
2021
Q1 		$6.76M Sell
153,390
-13,083
-8% -$544K 0.05% 364
2020
Q4 		$5.62M Buy
166,473
+1,538
+0.9% +$49.4K 0.05% 374
2020
Q3 		$4.25M Sell
164,935
-15,829
-9% -$416K 0.04% 378
2020
Q2 		$4.45M Buy
180,764
+3,575
+2% +$83.1K 0.05% 366
2020
Q1 		$3.94M Buy
177,189
+15,459
+10% +$447K 0.05% 340
2019
Q4 		$5.5M Buy
161,730
+144,927
+863% +$4.48M 0.05% 349
2019
Q3 		$459K Buy
+16,803
New +$466K 0.01% 727
2017
Q1 		– Sell
-9,760
Closed -$308K – 951
2016
Q4 		$308K Buy
+9,760
New +$280K 0.01% 765
2013
Q4 		– Sell
-30,750
Closed -$593K – 979
2013
Q3 		$593K Sell
30,750
-21,766
-41% -$454K 0.01% 648
2013
Q2 		$1.13M Buy
+52,516
New +$1.16M 0.02% 547

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

Jacobs Levy Equity Management's MCHB Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Mechanics Bancorp (MCHB) in Q2 2025, closing a stake of 159,354 shares — an estimated $1.87M sold.

Jacobs Levy Equity Management first reported a position in MCHB in Q2 2013 and held it in 23 quarters. The position peaked at $10.5M in Q4 2021. 96 funds tracked by Wall St. Rank hold MCHB as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining Mechanics Bancorp position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 159,354 Mechanics Bancorp shares in Q2 2025, an estimated $1.87M.
  • Jacobs Levy Equity Management first reported a position in Mechanics Bancorp in Q2 2013 and held it in 23 quarters.
  • Jacobs Levy Equity Management's Mechanics Bancorp position peaked at $10.5M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.