RFP
MCHB

Root Financial Partners’s Mechanics Bancorp MCHB Stock Holding History

Root Financial Partners’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 		– Sell
-27
Closed -$398 – 1629
2026
Q1 		$398 Buy
27
+19
+238% +$281 ﹤0.01% 2948
2025
Q4 		$117 Buy
+8
New +$111 ﹤0.01% 2322

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

Root Financial Partners's MCHB Position: Q2 2026 in Review

Root Financial Partners sold out of Mechanics Bancorp (MCHB) in Q2 2026, closing a stake of 27 shares — an estimated $398 sold.

Root Financial Partners first reported a position in MCHB in Q4 2025 and held it in 2 quarters. The position peaked at $398 in Q1 2026. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • Root Financial Partners reported no remaining Mechanics Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 Mechanics Bancorp shares in Q2 2026, an estimated $398.
  • Root Financial Partners first reported a position in Mechanics Bancorp in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Mechanics Bancorp position peaked at $398 in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.