PFMOSF
MCHB

Philadelphia Financial Management of San Francisco’s Mechanics Bancorp MCHB Stock Holding History

Philadelphia Financial Management of San Francisco’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 		$8.04M Sell
545,321
-774,165
-59% -$11.5M 2.33% 20
2025
Q4 		$19.3M Sell
1,319,486
-184,238
-12% -$2.56M 2.07% 13
2025
Q3 		$20M Sell
1,503,724
-41,859
-3% -$557K 2.24% 11
2025
Q2 		$20.2M Sell
1,545,583
-280,465
-15% -$3.36M 2.37% 11
2025
Q1 		$21.4M Sell
1,826,048
-42,005
-2% -$416K 4.2% 3
2024
Q4 		$21.3M Buy
1,868,053
+305,619
+20% +$3.78M 3.02% 10
2024
Q3 		$24.6M Buy
1,562,434
+68,855
+5% +$982K 3.91% 5
2024
Q2 		$17M Buy
1,493,579
+386,477
+35% +$4.24M 2.98% 12
2024
Q1 		$16.7M Buy
+1,107,102
New +$15.2M 2.85% 10
2020
Q1 		– Sell
-373,328
Closed -$12.7M – 46
2019
Q4 		$12.7M Sell
373,328
-109,983
-23% -$3.4M 2.61% 22
2019
Q3 		$13.2M Buy
483,311
+141,649
+41% +$3.93M 2.93% 10
2019
Q2 		$10.1M Buy
+341,662
New +$9.82M 1.78% 24
2017
Q2 		– Sell
-447,876
Closed -$12.5M – 43
2017
Q1 		$12.5M Buy
+447,876
New +$12.3M 2.84% 19
2016
Q3 		– Sell
-604,542
Closed -$12M – 37
2016
Q2 		$12M Buy
604,542
+220,156
+57% +$4.58M 2.77% 15
2016
Q1 		$8M Buy
+384,386
New +$7.69M 1.76% 26
2015
Q2 		– Sell
-138,206
Closed -$2.53M – 37
2015
Q1 		$2.53M Buy
+138,206
New +$2.44M 0.62% 28

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's MCHB Position: Q1 2026 in Review

Philadelphia Financial Management of San Francisco reduced its Mechanics Bancorp (MCHB) stake by 59% in Q1 2026, selling an estimated $11.5M and leaving 545,321 shares worth $8.04M. The position accounts for 2.33% of the portfolio, ranked #20.

Philadelphia Financial Management of San Francisco first reported a position in MCHB in Q1 2015 and has held it in 16 quarters since. The position peaked at $24.6M in Q3 2024. 132 funds tracked by Wall St. Rank hold MCHB as of Q1 2026.

  • Philadelphia Financial Management of San Francisco held 545,321 shares of Mechanics Bancorp worth $8.04M as of Q1 2026.
  • Philadelphia Financial Management of San Francisco sold 774,165 Mechanics Bancorp shares in Q1 2026, an estimated $11.5M.
  • Mechanics Bancorp made up 2.33% of Philadelphia Financial Management of San Francisco's portfolio in Q1 2026, its #20 holding.
  • Philadelphia Financial Management of San Francisco first reported a position in Mechanics Bancorp in Q1 2015 and has held it in 16 quarters since.
  • Philadelphia Financial Management of San Francisco's Mechanics Bancorp position peaked at $24.6M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2026, filed 14 May 2026.