TWD
MCHB

True Wealth Design’s Mechanics Bancorp MCHB Stock Holding History

True Wealth Design’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 		$366 Hold
23
– – ﹤0.01% 2307
2026
Q1 		$340 Hold
23
– – ﹤0.01% 2186
2025
Q4 		$337 Hold
23
– – ﹤0.01% 2084
2025
Q3 		$307 Buy
+23
New +$306 ﹤0.01% 2176
2024
Q4 		– Sell
-18
Closed -$284 – 1433
2024
Q3 		$284 Buy
+18
New +$257 ﹤0.01% 1169

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

True Wealth Design's MCHB Position: Q2 2026 in Review

True Wealth Design held its Mechanics Bancorp (MCHB) position steady in Q2 2026 at 23 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

True Wealth Design first reported a position in MCHB in Q3 2024 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • True Wealth Design held 23 shares of Mechanics Bancorp worth $366 as of Q2 2026.
  • True Wealth Design left its Mechanics Bancorp share count unchanged in Q2 2026.
  • Mechanics Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2307 holding.
  • True Wealth Design first reported a position in Mechanics Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.