WA
MCHB

Waverly Advisors’s Mechanics Bancorp MCHB Stock Holding History

Waverly Advisors’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 		$1.51M Buy
94,733
+6,466
+7% +$96.9K 0.01% 778
2026
Q1 		$1.3M Buy
88,267
+19
+0% +$281 0.01% 750
2025
Q4 		$1.29M Buy
+88,248
New +$1.23M 0.01% 692

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

Waverly Advisors's MCHB Position: Q2 2026 in Review

Waverly Advisors increased its Mechanics Bancorp (MCHB) stake by 7.3% in Q2 2026, buying an estimated $96.9K and bringing the position to 94,733 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #778.

Waverly Advisors first reported a position in MCHB in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold MCHB as of Q2 2026.

  • Waverly Advisors held 94,733 shares of Mechanics Bancorp worth $1.51M as of Q2 2026.
  • Waverly Advisors bought 6,466 Mechanics Bancorp shares in Q2 2026, an estimated $96.9K.
  • Mechanics Bancorp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #778 holding.
  • Waverly Advisors first reported a position in Mechanics Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.