Position in MCHB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,063,866
+$41,197 QoQ
Shares Held
343,313
0.0% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCHB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Capital Planning Advisors, LLC holds $5,063,866 across 1 Banks - Regional name. MCHB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHB |
Mechanics Bancorp
This page
|
343,313 | $5,063,866 |
All Filings in MCHB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,063,866 | 343,313 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,022,669 | 343,313 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,349,814 | 326,808 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||