Steward Partners Investment Advisory’s Mechanics Bancorp MCHB Stock Holding History

Steward Partners Investment Advisory’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	$240K	Buy	+15,104	New	+$226K	﹤0.01%	2132

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

Steward Partners Investment Advisory's MCHB Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Mechanics Bancorp (MCHB) in Q2 2026: 15,104 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #2132 among its holdings.

143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

Steward Partners Investment Advisory held 15,104 shares of Mechanics Bancorp worth $240K as of Q2 2026.
Mechanics Bancorp was a new Steward Partners Investment Advisory position in Q2 2026.
Mechanics Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2132 holding.
143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.