LPL Financial
MCHB

LPL Financial’s Mechanics Bancorp MCHB Stock Holding History

LPL Financial’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 		$304K Sell
19,108
-361
-2% -$5.41K ﹤0.01% 5444
2026
Q1 		$287K Sell
19,469
-3,270
-14% -$48.4K ﹤0.01% 5216
2025
Q4 		$333K Buy
22,739
+72
+0.3% +$1K ﹤0.01% 5065
2025
Q3 		$302K Buy
22,667
+177
+0.8% +$2.35K ﹤0.01% 5042
2025
Q2 		$294K Buy
+22,490
New +$270K ﹤0.01% 4791

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

LPL Financial's MCHB Position: Q2 2026 in Review

LPL Financial reduced its Mechanics Bancorp (MCHB) stake by 1.9% in Q2 2026, selling an estimated $5.41K and leaving 19,108 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #5444.

LPL Financial first reported a position in MCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • LPL Financial held 19,108 shares of Mechanics Bancorp worth $304K as of Q2 2026.
  • LPL Financial sold 361 Mechanics Bancorp shares in Q2 2026, an estimated $5.41K.
  • Mechanics Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5444 holding.
  • LPL Financial first reported a position in Mechanics Bancorp in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Mechanics Bancorp position peaked at $333K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.