KCM
MCHB

Kennedy Capital Management’s Mechanics Bancorp MCHB Stock Holding History

Kennedy Capital 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
2026
Q1 		$858K Buy
+58,200
New +$862K 0.02% 497
2024
Q4 		– Sell
-50,599
Closed -$797K – 704
2024
Q3 		$797K Hold
50,599
– – 0.02% 614
2024
Q2 		$577K Sell
50,599
-196,570
-80% -$2.15M 0.01% 632
2024
Q1 		$3.72M Buy
+247,169
New +$3.39M 0.08% 387
2023
Q3 		– Sell
-272,369
Closed -$1.61M – 689
2023
Q2 		$1.61M Buy
272,369
+54,785
+25% +$514K 0.04% 496
2023
Q1 		$3.91M Buy
217,584
+51,700
+31% +$1.3M 0.12% 298
2022
Q4 		$4.58M Buy
165,884
+37,530
+29% +$1.03M 0.13% 288
2022
Q3 		$3.7M Sell
128,354
-170,408
-57% -$6M 0.11% 318
2022
Q2 		$10.4M Buy
298,762
+104,649
+54% +$4.21M 0.29% 109
2022
Q1 		$9.2M Sell
194,113
-31,751
-14% -$1.62M 0.22% 161
2021
Q4 		$11.7M Sell
225,864
-6,978
-3% -$336K 0.25% 132
2021
Q3 		$9.58M Sell
232,842
-9,929
-4% -$388K 0.21% 162
2021
Q2 		$9.89M Sell
242,771
-90,194
-27% -$3.89M 0.21% 164
2021
Q1 		$14.7M Sell
332,965
-161,255
-33% -$6.71M 0.3% 93
2020
Q4 		$16.7M Sell
494,220
-5,846
-1% -$188K 0.38% 51
2020
Q3 		$12.9M Sell
500,066
-33,383
-6% -$877K 0.37% 53
2020
Q2 		$13.1M Buy
533,449
+41,850
+9% +$973K 0.38% 45
2020
Q1 		$10.9M Buy
491,599
+268,537
+120% +$7.77M 0.4% 33
2019
Q4 		$7.58M Sell
223,062
-4,201
-2% -$130K 0.19% 186
2019
Q3 		$6.21M Sell
227,263
-23,618
-9% -$655K 0.15% 239
2019
Q2 		$7.44M Sell
250,881
-123,935
-33% -$3.56M 0.18% 203
2019
Q1 		$9.88M Buy
374,816
+57,117
+18% +$1.48M 0.23% 124
2018
Q4 		$6.75M Buy
317,699
+185,727
+141% +$4.7M 0.17% 220
2018
Q3 		$3.5M Sell
131,972
-103,741
-44% -$2.99M 0.07% 497
2018
Q2 		$6.35M Buy
235,713
+35,534
+18% +$980K 0.12% 329
2018
Q1 		$5.74M Sell
200,179
-131,615
-40% -$3.91M 0.11% 337
2017
Q4 		$9.61M Buy
331,794
+38,181
+13% +$1.11M 0.17% 182
2017
Q3 		$7.93M Buy
293,613
+15,320
+6% +$399K 0.14% 236
2017
Q2 		$7.7M Sell
278,293
-125,937
-31% -$3.43M 0.15% 228
2017
Q1 		$11.3M Sell
404,230
-16,087
-4% -$442K 0.2% 169
2016
Q4 		$13.3M Sell
420,317
-2,567
-0.6% -$73.6K 0.23% 132
2016
Q3 		$10.6M Sell
422,884
-24,715
-6% -$582K 0.2% 160
2016
Q2 		$8.92M Sell
447,599
-23,430
-5% -$488K 0.18% 189
2016
Q1 		$9.8M Buy
471,029
+118,174
+33% +$2.36M 0.2% 155
2015
Q4 		$7.66M Buy
352,855
+44,131
+14% +$965K 0.16% 237
2015
Q3 		$7.13M Buy
308,724
+194,406
+170% +$4.39M 0.15% 255
2015
Q2 		$2.61M Buy
+114,318
New +$2.47M 0.05% 544

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Kennedy Capital Management's MCHB Position: Q1 2026 in Review

Kennedy Capital Management opened a new position in Mechanics Bancorp (MCHB) in Q1 2026: 58,200 shares worth $858K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in MCHB as recently as Q3 2024.

Kennedy Capital Management first reported a position in MCHB in Q2 2015 and has held it in 37 quarters since. The position peaked at $16.7M in Q4 2020. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

  • Kennedy Capital Management held 58,200 shares of Mechanics Bancorp worth $858K as of Q1 2026.
  • Mechanics Bancorp was a new Kennedy Capital Management position in Q1 2026.
  • Mechanics Bancorp made up 0.02% of Kennedy Capital Management's portfolio in Q1 2026, its #497 holding.
  • Kennedy Capital Management first reported a position in Mechanics Bancorp in Q2 2015 and has held it in 37 quarters since.
  • Kennedy Capital Management's Mechanics Bancorp position peaked at $16.7M in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.