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Equibles

CCG WEALTH MANAGEMENT, LLC

Position in MCHB — Mechanics Bancorp

CIK 1771169 SAN DIEGO, CA
Back to MCHB Full portfolio

Position in MCHB

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,719,551
+$196,239 QoQ
Shares Held
171,041
-0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#29
of 142 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCHB Over Time

Shares Held

Position Value (USD)

Derivatives in MCHB

reported options exposure · as of Jun 30, 2022
CallValue
$0
CallShares
0
PutValue
$66,000
PutShares
100,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CCG WEALTH MANAGEMENT, LLC holds $3,693,451 across 2 Banks - Regional names. MCHB ranks #1 (73.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCHB
Mechanics Bancorp
This page 		171,041 $2,719,551
2 AX
Axos Financial, Inc.
 10,000 $973,900

All Filings in MCHB

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,719,551 171,041
2026-03-31 $2,523,312 171,072
2025-12-31 $842,688 57,600
2025-09-30 $2,276,555 171,041
2025-06-30 $2,239,413 171,340
2025-03-31 $2,022,062 172,237
2024-12-31 $2,620,227 229,442
2024-09-30 $3,619,126 229,640
2024-06-30 $2,619,503 229,781
2024-03-31 $3,458,204 229,781
2023-12-31 $1,829,743 177,645
2023-09-30 $1,789,993 229,781
2023-06-30 $1,240,393 209,526
2023-03-31 $3,769,372 209,526
2022-12-31 $5,778,727 209,526
2022-09-30 $6,036,444 209,526
2022-06-30 $66,000 100,000
2022-06-30 $7,389,945 213,151
2022-03-31 $7,000 100,000
2022-03-31 $10,117,999 213,550
2021-12-31 $11,472,604 220,627
2021-09-30 $10,090,062 245,202
2021-06-30 $10,214,577 250,726