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Mechanics Bancorp (MCHB)

CUSIP: 43785V102 | NYSE | Financial Services · Banks - Regional | Mid Cap | 623 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Mechanics Bank Trust Department2,242,540
4.2% of portfolio›$33.1M
Dimensional Fund Advisors LP531,639
0.0% of portfolio›$7.9M
Principal Financial Group Inc174,105
0.0% of portfolio›$2.6M
CenterBook Partners LP170,497
0.1% of portfolio›$2.5M
Citigroup Inc62,983
0.0% of portfolio›$930.9K
Farther Finance Advisors, LLC35,139
0.0% of portfolio›$519.4K
Kestra Investment Management, LLC27,209
0.0% of portfolio›$402.2K
Burns Matteson Capital Management, LLC13,501
0.1% of portfolio›$199.6K
HUB Investment Partners, LLC11,980
0.0% of portfolio›$177.1K
Fifth Third Wealth Advisors LLC11,793
0.0% of portfolio›$174.3K
Anchyra Partners LLC11,586
0.0% of portfolio›$171.2K
Keybank National Association10,993
0.0% of portfolio›$162.5K
Creative Planning10,892
0.0% of portfolio›$161.0K
State of Alaska, Department of Revenue8,851
0.0% of portfolio›$130
Covestor Ltd7,595
0.2% of portfolio›$112.0K
Point Nemo Capital, LLC6,000
0.0% of portfolio›$88.7K
Nisa Investment Advisors, LLC4,263
0.0% of portfolio›$63.0K
Assetmark, Inc3,538
0.0% of portfolio›$52.3K
Parallel Advisors, LLC2,927
0.0% of portfolio›$43.3K
Simplex Trading, LLC2,155
0.0% of portfolio›$31.9K
EverSource Wealth Advisors, LLC2,090
0.0% of portfolio›$30.9K
Gamma Investing LLC1,301
0.0% of portfolio›$19.2K
Hilltop National Bank1,040
0.0% of portfolio›$15.4K
Sterling Capital Management LLC779
0.0% of portfolio›$11.5K
Fortitude Family Office, LLC518
0.0% of portfolio›$7.7K
Versant Capital Management, Inc288
0.0% of portfolio›$4.3K
Creative Financial Designs Inc192
0.0% of portfolio›$2.8K
Root Financial Partners, LLC145
0.0% of portfolio›$2.1K
SBI Securities Co., Ltd.123
0.0% of portfolio›$1.8K
Parkside Financial Bank & Trust95
0.0% of portfolio›$1.4K
Torren Management, LLC63
0.0% of portfolio›$929
Ascentis Wealth Management, LLC53
0.0% of portfolio›$783
Creative Capital Management Investments LLC44
0.0% of portfolio›$650
Blue Trust, Inc.33
0.0% of portfolio›$488
True Wealth Design, LLC23
0.0% of portfolio›$340
JFS Wealth Advisors, LLC11
0.0% of portfolio›$163
SJS Investment Consulting Inc.6
0.0% of portfolio›$89
Hughes Financial Services, LLC5
0.0% of portfolio›$73
Provenance Wealth Advisors, LLC4
0.0% of portfolio›$59
Essential Partners LLC4
0.0% of portfolio›$59
IFP Advisors, Inc2
0.0% of portfolio›$30
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$15
TFC Financial Management, Inc.1
0.0% of portfolio›$15
DecisionPoint Financial, LLC1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Mechanics Bank Trust Department
2,242,540$33.1M4.2%CoreLowWalnut Creek, CA2026-10-13
Dimensional Fund Advisors LP
531,639$7.9M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
174,105$2.6M0.0%CoreLowDes Moines, IA2026-11-02
CenterBook Partners LP
170,497$2.5M0.1%ValueVery HighGreenwich, CT2026-11-02
Citigroup Inc
62,983$930.9K0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
35,139$519.4K0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Investment Management, LLC
27,209$402.2K0.0%ETFMediumAustin, TX2026-11-04
Burns Matteson Capital Management, LLC
13,501$199.6K0.1%CoreMediumCorning, NY2026-10-16
HUB Investment Partners, LLC
11,980$177.1K0.0%GrowthLowAustin, TX2026-11-03
Fifth Third Wealth Advisors LLC
11,793$174.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Anchyra Partners LLC
11,586$171.2K0.0%CoreLowAtlanta, GA2026-10-13
Keybank National Association
10,993$162.5K0.0%CoreLowBrooklyn, OH2026-11-04
Creative Planning
10,892$161.0K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
8,851$1300.0%CoreVery LowJuneau, AK2026-10-15
Covestor Ltd
7,595$112.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Point Nemo Capital, LLC
6,000$88.7K0.0%GARPVery HighDripping Springs, TX2026-11-03
Nisa Investment Advisors, LLC
4,263$63.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Assetmark, Inc
3,538$52.3K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
2,927$43.3K0.0%IndexLowSan Francisco, CA2026-11-03
Simplex Trading, LLC
2,155$31.9K0.0%CoreVery HighChicago, IL2026-11-04
EverSource Wealth Advisors, LLC
2,090$30.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
1,301$19.2K0.0%IndexVery LowFoster City, CA2026-10-08
Hilltop National Bank
1,040$15.4K0.0%CoreLowCasper, WY2026-10-14
Sterling Capital Management LLC
779$11.5K0.0%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
518$7.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Versant Capital Management, Inc
288$4.3K0.0%GARPLowPhoenix, AZ2026-10-02
Creative Financial Designs Inc
192$2.8K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
145$2.1K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
123$1.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
95$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Torren Management, LLC
63$9290.0%ETFMediumSan Diego, CA2026-10-29
Ascentis Wealth Management, LLC
53$7830.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
44$6500.0%ETFLowSan Diego, CA2026-10-28
Blue Trust, Inc.
33$4880.0%ETFLowBrentwood, TN2026-10-15
True Wealth Design, LLC
23$3400.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
11$1630.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
6$890.0%ETFVery LowSylvania, OH2026-10-26
Hughes Financial Services, LLC
5$730.0%ETFLowHerndon, VA2026-10-30
Provenance Wealth Advisors, LLC
4$590.0%ETFLowFort Lauderdale, FL2026-10-30
Essential Partners LLC
4$590.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
2$300.0%GrowthLowTampa, FL2026-10-16
Bay Harbor Wealth Management, LLC
1$150.0%ETFMediumHunt Valley, MD2026-11-03
TFC Financial Management, Inc.
1$150.0%ETFVery LowBoston, MA2026-10-26
DecisionPoint Financial, LLC
1$150.0%ETFVery LowMesa, AZ2026-10-27