UMB Bank’s Mechanics Bancorp MCHB Stock Holding History

UMB Bank’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	-7,500	Closed	-$118K	–	2111
2024 Q3	$118K	Hold	7,500	–	–	﹤0.01%	663
2024 Q2	$85.5K	Hold	7,500	–	–	﹤0.01%	725
2024 Q1	$113K	Hold	7,500	–	–	﹤0.01%	672
2023 Q4	$77.3K	Hold	7,500	–	–	﹤0.01%	750
2023 Q3	$58.4K	Hold	7,500	–	–	﹤0.01%	799
2023 Q2	$44.4K	Hold	7,500	–	–	﹤0.01%	874
2023 Q1	$135K	Hold	7,500	–	–	﹤0.01%	636
2022 Q4	$207K	Hold	7,500	–	–	﹤0.01%	576
2022 Q3	$216K	Hold	7,500	–	–	﹤0.01%	586
2022 Q2	$260K	Hold	7,500	–	–	﹤0.01%	578
2022 Q1	$355K	Hold	7,500	–	–	﹤0.01%	532
2021 Q4	$390K	Buy	+7,500	New	+$361K	﹤0.01%	523

Other funds holding MCHB

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

UMB Bank's MCHB Position: Q4 2024 in Review

UMB Bank sold out of Mechanics Bancorp (MCHB) in Q4 2024, closing a stake of 7,500 shares — an estimated $118K sold.

UMB Bank first reported a position in MCHB in Q4 2021 and held it in 12 quarters. The position peaked at $390K in Q4 2021. 109 funds tracked by Wall St. Rank hold MCHB as of Q4 2024.

UMB Bank reported no remaining Mechanics Bancorp position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 7,500 Mechanics Bancorp shares in Q4 2024, an estimated $118K.
UMB Bank first reported a position in Mechanics Bancorp in Q4 2021 and held it in 12 quarters.
UMB Bank's Mechanics Bancorp position peaked at $390K in Q4 2021.
109 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.