Position in MCHB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,524
New position
Shares Held
599
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 141 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 83%
None 17%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $457,959 across 13 Banks - Regional names. MCHB ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSBK |
Timberland Bancorp Inc
|
6,400 | $286,784 | |
| 2 | COLB |
Columbia Banking System, Inc.
|
2,543 | $81,503 | |
| 3 | USB |
US Bancorp \De\
|
581 | $35,092 | |
| 4 | FSBC |
Five Star Bancorp
|
233 | $11,344 | |
| 5 | HTB |
HomeTrust Bancshares, Inc.
|
213 | $10,626 | |
| 6 | MCHB |
Mechanics Bancorp
This page
|
599 | $9,524 | |
| 7 | BANR |
Banner Corp
|
142 | $9,434 | |
| 8 | MSBI |
Midland States Bancorp, Inc.
|
84 | $2,615 |
All Filings in MCHB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,524 | 599 | Shares | Other | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||