RTL
MCHB

Red Tortoise LLC’s Mechanics Bancorp MCHB Stock Holding History

Red Tortoise LLC’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 		$4.14K Hold
281
– – ﹤0.01% 413
2025
Q4 		$4.11K Hold
281
– – ﹤0.01% 411
2025
Q3 		$3.74K Hold
281
– – ﹤0.01% 436
2025
Q2 		$3.67K Hold
281
– – ﹤0.01% 413
2025
Q1 		$3.3K Hold
281
– – ﹤0.01% 420
2024
Q4 		$3.21K Hold
281
– – ﹤0.01% 441
2024
Q3 		$4.43K Hold
281
– – ﹤0.01% 374
2024
Q2 		$3.2K Hold
281
– – ﹤0.01% 420
2024
Q1 		$4.23K Hold
281
– – ﹤0.01% 372
2023
Q4 		$2.89K Buy
+281
New +$1.94K ﹤0.01% 392

Other funds holding MCHB

BlackRock
BlackRock New York $5.7T 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 $7.28B 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 $2.16B AUM 33.8% 1-Year Est. Return