Position in MCHB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,523,312
+$1,680,624 QoQ
Shares Held
171,072
+197.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2022CallValue
$0
CallShares
0
PutValue
$3,467,000
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 Mar 31, 2026CCG WEALTH MANAGEMENT, LLC holds $16,384,132 across 2 Banks - Regional names. MCHB ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
162,896 | $13,860,820 | |
| 2 | MCHB |
Mechanics Bancorp
This page
|
171,072 | $2,523,312 |
All Filings in MCHB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,523,312 | 171,072 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $842,688 | 57,600 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,276,555 | 171,041 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,239,413 | 171,340 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,022,062 | 172,237 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,620,227 | 229,442 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,619,126 | 229,640 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,619,503 | 229,781 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,458,204 | 229,781 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,829,743 | 177,645 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,789,993 | 229,781 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,240,393 | 209,526 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,769,372 | 209,526 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,778,727 | 209,526 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,036,444 | 209,526 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,467,000 | 100,000 | Put | Sole | 2022-07-15 | |
| 2022-06-30 | $7,389,945 | 213,151 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,738,000 | 100,000 | Put | Sole | 2022-04-12 | |
| 2022-03-31 | $10,117,999 | 213,550 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $11,472,604 | 220,627 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $10,090,062 | 245,202 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,214,577 | 250,726 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||