SI
MCHB

Stephens Inc’s Mechanics Bancorp MCHB Stock Holding History

Stephens Inc’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
2024
Q4 		– Sell
-15,000
Closed -$236K – 1309
2024
Q3 		$236K Sell
15,000
-25,000
-63% -$356K ﹤0.01% 1130
2024
Q2 		$456K Hold
40,000
– – 0.01% 832
2024
Q1 		$602K Hold
40,000
– – 0.01% 738
2023
Q4 		$412K Buy
+40,000
New +$277K 0.01% 825

Other funds holding MCHB

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

Stephens Inc's MCHB Position: Q4 2024 in Review

Stephens Inc sold out of Mechanics Bancorp (MCHB) in Q4 2024, closing a stake of 15,000 shares — an estimated $236K sold.

Stephens Inc first reported a position in MCHB in Q4 2023 and held it in 4 quarters. The position peaked at $602K in Q1 2024. 109 funds tracked by Wall St. Rank hold MCHB as of Q4 2024.

  • Stephens Inc reported no remaining Mechanics Bancorp position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 15,000 Mechanics Bancorp shares in Q4 2024, an estimated $236K.
  • Stephens Inc first reported a position in Mechanics Bancorp in Q4 2023 and held it in 4 quarters.
  • Stephens Inc's Mechanics Bancorp position peaked at $602K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.