Wellington Management Group
MCHB

Wellington Management Group’s Mechanics Bancorp MCHB Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-1,363,896
Closed -$17.8M – 2024
2025
Q2 		$17.8M Buy
1,363,896
+182,859
+15% +$2.19M ﹤0.01% 1004
2025
Q1 		$13.9M Buy
1,181,037
+261,759
+28% +$2.59M ﹤0.01% 1096
2024
Q4 		$10.5M Buy
919,278
+248,352
+37% +$3.07M ﹤0.01% 1181
2024
Q3 		$10.6M Buy
670,926
+557,977
+494% +$7.96M ﹤0.01% 1161
2024
Q2 		$1.29M Buy
+112,949
New +$1.24M ﹤0.01% 1609
2021
Q3 		– Sell
-8,442
Closed -$344K – 2195
2021
Q2 		$344K Buy
+8,442
New +$364K ﹤0.01% 1995
2017
Q3 		– Sell
-163,260
Closed -$4.52M – 2236
2017
Q2 		$4.52M Sell
163,260
-4,291
-3% -$117K ﹤0.01% 1463
2017
Q1 		$4.68M Sell
167,551
-14,146
-8% -$389K ﹤0.01% 1470
2016
Q4 		$5.74M Sell
181,697
-709,696
-80% -$20.3M ﹤0.01% 1365
2016
Q3 		$22.3M Sell
891,393
-380,936
-30% -$8.97M 0.01% 949
2016
Q2 		$25.3M Sell
1,272,329
-359,387
-22% -$7.48M 0.01% 869
2016
Q1 		$34M Hold
1,631,716
– – 0.01% 774
2015
Q4 		$35.4M Sell
1,631,716
-48,550
-3% -$1.06M 0.01% 782
2015
Q3 		$38.8M Sell
1,680,266
-23,146
-1% -$523K 0.01% 760
2015
Q2 		$38.9M Sell
1,703,412
-454,476
-21% -$9.82M 0.01% 802
2015
Q1 		$39.5M Buy
2,157,888
+721,258
+50% +$12.7M 0.01% 803
2014
Q4 		$25M Buy
1,436,630
+176,930
+14% +$2.98M 0.01% 968
2014
Q3 		$21.5M Buy
1,259,700
+569,370
+82% +$10.2M 0.01% 986
2014
Q2 		$12.7M Hold
690,330
– – ﹤0.01% 1186
2014
Q1 		$13.5M Sell
690,330
-1,790
-0.3% -$33.8K ﹤0.01% 1157
2013
Q4 		$13.8M Sell
692,120
-285
-0% -$5.64K ﹤0.01% 1134
2013
Q3 		$13.4M Buy
692,405
+5,220
+0.8% +$109K ﹤0.01% 1127
2013
Q2 		$14.7M Buy
+687,185
New +$15.1M ﹤0.01% 1068

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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group's MCHB Position: Q3 2025 in Review

Wellington Management Group sold out of Mechanics Bancorp (MCHB) in Q3 2025, closing a stake of 1,363,896 shares — an estimated $17.8M sold.

Wellington Management Group first reported a position in MCHB in Q2 2013 and held it in 23 quarters. The position peaked at $39.5M in Q1 2015. 111 funds tracked by Wall St. Rank hold MCHB as of Q3 2025.

  • Wellington Management Group reported no remaining Mechanics Bancorp position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 1,363,896 Mechanics Bancorp shares in Q3 2025, an estimated $17.8M.
  • Wellington Management Group first reported a position in Mechanics Bancorp in Q2 2013 and held it in 23 quarters.
  • Wellington Management Group's Mechanics Bancorp position peaked at $39.5M in Q1 2015.
  • 111 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.