SAM
MCHB

Synergy Asset Management’s Mechanics Bancorp MCHB Stock Holding History

Synergy 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
2025
Q1 		– Sell
-1,000
Closed -$15.8K – 397
2024
Q4 		$15.8K Buy
+1,000
New +$12.4K ﹤0.01% 396

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
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

Synergy Asset Management's MCHB Position: Q1 2025 in Review

Synergy Asset Management sold out of Mechanics Bancorp (MCHB) in Q1 2025, closing a stake of 1,000 shares — an estimated $15.8K sold.

Synergy Asset Management first reported a position in MCHB in Q4 2024 and held it in 1 quarter. The position peaked at $15.8K in Q4 2024. 110 funds tracked by Wall St. Rank hold MCHB as of Q1 2025.

  • Synergy Asset Management reported no remaining Mechanics Bancorp position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,000 Mechanics Bancorp shares in Q1 2025, an estimated $15.8K.
  • Synergy Asset Management first reported a position in Mechanics Bancorp in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Mechanics Bancorp position peaked at $15.8K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.