Next Financial Group’s Mechanics Bancorp MCHB Stock Holding History

Next Financial Group’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
2021 Q4	$26K	Hold	500	–	–	﹤0.01%	1766
2021 Q3	$21K	Hold	500	–	–	﹤0.01%	1778
2021 Q2	$20K	Hold	500	–	–	﹤0.01%	1742
2021 Q1	$22K	Hold	500	–	–	﹤0.01%	1601
2020 Q4	$17K	Hold	500	–	–	﹤0.01%	1606
2020 Q3	$13K	Buy	+500	New	+$13.1K	﹤0.01%	1546
2020 Q2	–	Sell	-500	Closed	-$11K	–	1142
2020 Q1	$11K	Sell	500 -106	-17%	-$3.07K	﹤0.01%	1497
2019 Q4	$21K	Buy	606 +101	+20%	+$3.13K	﹤0.01%	1508
2019 Q3	$14K	Hold	505	–	–	﹤0.01%	1574
2019 Q2	$15K	Hold	505	–	–	﹤0.01%	1559
2019 Q1	$13K	Hold	505	–	–	﹤0.01%	1054
2018 Q4	$11K	Buy	505 +5	+1%	+$126	﹤0.01%	1309
2018 Q3	$13K	Buy	+500	New	+$14.4K	0.01%	916
2017 Q4	–	Sell	-500	Closed	-$14K	–	741
2017 Q3	$14K	Hold	500	–	–	﹤0.01%	1091
2017 Q2	$14K	Hold	500	–	–	﹤0.01%	1202
2017 Q1	$13K	Hold	500	–	–	﹤0.01%	1182
2016 Q4	$16K	Hold	500	–	–	﹤0.01%	1461
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	1546
2016 Q2	$9K	Hold	500	–	–	﹤0.01%	1217
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	1157
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	1169
2015 Q3	$11K	Hold	500	–	–	﹤0.01%	1172
2015 Q2	$11K	Hold	500	–	–	﹤0.01%	1227
2015 Q1	$9K	Hold	500	–	–	﹤0.01%	1282
2014 Q4	$9K	Hold	500	–	–	﹤0.01%	1280
2014 Q3	$9K	Hold	500	–	–	﹤0.01%	1794
2014 Q2	$9K	Buy	+500	New	+$9.14K	﹤0.01%	807

Other funds holding MCHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's MCHB Position: Q4 2021 in Review

Next Financial Group held its Mechanics Bancorp (MCHB) position steady in Q4 2021 at 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Next Financial Group first reported a position in MCHB in Q2 2014 and has held it in 27 quarters since. 173 funds tracked by Wall St. Rank hold MCHB as of Q4 2021.

Next Financial Group held 500 shares of Mechanics Bancorp worth $26K as of Q4 2021.
Next Financial Group left its Mechanics Bancorp share count unchanged in Q4 2021.
Mechanics Bancorp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1766 holding.
Next Financial Group first reported a position in Mechanics Bancorp in Q2 2014 and has held it in 27 quarters since.
173 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.