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 Q3	$340	Hold	23	–	–	﹤0.01%	2233
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

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's MCHB Position: Q3 2026 in Review

True Wealth Design held its Mechanics Bancorp (MCHB) position steady in Q3 2026 at 23 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

True Wealth Design first reported a position in MCHB in Q3 2024 and has held it in 6 quarters since. The position peaked at $366 in Q2 2026. 8 funds tracked by Wall St. Rank hold MCHB as of Q3 2026.

True Wealth Design held 23 shares of Mechanics Bancorp worth $340 as of Q3 2026.
True Wealth Design left its Mechanics Bancorp share count unchanged in Q3 2026.
Mechanics Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2233 holding.
True Wealth Design first reported a position in Mechanics Bancorp in Q3 2024 and has held it in 6 quarters since.
True Wealth Design's Mechanics Bancorp position peaked at $366 in Q2 2026.
8 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.