JWA
MCHB

JFS Wealth Advisors’s Mechanics Bancorp MCHB Stock Holding History

JFS Wealth 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
2026
Q2 		$175 Hold
11
– – ﹤0.01% 2167
2026
Q1 		$163 Hold
11
– – ﹤0.01% 1828
2025
Q4 		$161 Buy
+11
New +$153 ﹤0.01% 1875

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

JFS Wealth Advisors's MCHB Position: Q2 2026 in Review

JFS Wealth Advisors held its Mechanics Bancorp (MCHB) position steady in Q2 2026 at 11 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

JFS Wealth Advisors first reported a position in MCHB in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • JFS Wealth Advisors held 11 shares of Mechanics Bancorp worth $175 as of Q2 2026.
  • JFS Wealth Advisors left its Mechanics Bancorp share count unchanged in Q2 2026.
  • Mechanics Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2167 holding.
  • JFS Wealth Advisors first reported a position in Mechanics Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.