Rafferty Asset Management’s Mechanics Bancorp MCHB Stock Holding History

Rafferty Asset 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 Q2	$620K	Sell	39,017 -16,009	-29%	-$240K	﹤0.01%	858
2026 Q1	$812K	Buy	+55,026	New	+$815K	﹤0.01%	815
2023 Q2	–	Sell	-19,478	Closed	-$350K	–	1112
2023 Q1	$350K	Buy	19,478 +11,581	+147%	+$291K	﹤0.01%	1021
2022 Q4	$218K	Sell	7,897 -493	-6%	-$13.5K	﹤0.01%	1071
2022 Q3	$242K	Sell	8,390 -2,663	-24%	-$93.7K	﹤0.01%	1059
2022 Q2	$383K	Sell	11,053 -10,892	-50%	-$438K	﹤0.01%	843
2022 Q1	$1.04M	Buy	21,945 +11,325	+107%	+$578K	0.01%	773
2021 Q4	$552K	Buy	+10,620	New	+$512K	﹤0.01%	1041

Other funds holding MCHB

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rafferty Asset Management's MCHB Position: Q2 2026 in Review

Rafferty Asset Management reduced its Mechanics Bancorp (MCHB) stake by 29% in Q2 2026, selling an estimated $240K and leaving 39,017 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Rafferty Asset Management first reported a position in MCHB in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2022. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

Rafferty Asset Management held 39,017 shares of Mechanics Bancorp worth $620K as of Q2 2026.
Rafferty Asset Management sold 16,009 Mechanics Bancorp shares in Q2 2026, an estimated $240K.
Mechanics Bancorp made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #858 holding.
Rafferty Asset Management first reported a position in Mechanics Bancorp in Q4 2021 and has held it in 8 quarters since.
Rafferty Asset Management's Mechanics Bancorp position peaked at $1.04M in Q1 2022.
143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.