MCHB · Mechanics Bancorp

$15.82 -0.02 (-0.13%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$3.50B

221.43M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 142

Total Value: $386,437,350

Total Shares: 24,304,242

Showing 1–100 of 142 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 142 13F filers · Δ vs Mar 31, 2026

Top Holder

12.7%

+0.2 pts

Top 5

41.5%

+1.8 pts

Top 10

61.4%

+4.3 pts

HHI

508

Broadly held+39

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +10

Institutional value: -4.9%

Shares held: -11.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	+357,462	507,019
Mega FIRST TRUST ADVISORS LP	+239,813	318,115
Mega CITADEL ADVISORS LLC	+228,205	392,567
Large GW&K Investment Management, LLC	+227,212	1,360,299
Large RENAISSANCE TECHNOLOGIES LLC	+205,418	418,892

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	−430,765	1,649,674
Small MALTESE CAPITAL MANAGEMENT LLC	−357,690	175,000
Mega BlackRock, Inc.	−344,519	3,082,045
Mega ALLIANCEBERNSTEIN L.P.	−252,488	392,493
Mid CenterBook Partners LP	−234,557	281,168

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large HRT FINANCIAL LP	123,340	$1,961,106
Mid Jump Financial, LLC	97,997	$1,558,151
Mid BOOTHBAY FUND MANAGEMENT, LLC	75,298	$1,197,238
Small SIERRA SUMMIT ADVISORS LLC	63,203	$1,004,927
Mid PDT Partners, LLC	57,315	$911,308

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Philosophy Capital Management LLC	582,001	$8,584,514
Small Philadelphia Financial Management of San Francisco, LLC	545,321	$8,043,484
Small Stieven Capital Advisors, L.P.	438,635	$6,469,866
Small MENDON CAPITAL ADVISORS CORP	347,614	$5,127,305
Small Capital Planning Advisors, LLC	343,313	$5,063,866

Filter: New 33 Increased 43 Reduced 45 Sold out 23 Unchanged 21

Showing 100 of 142

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$49,004,512

12.68%

3,082,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	29,095	$462,610	0.9%	Sole
BlackRock Asset Management Canada Ltd	256	$4,070	0.0%	Sole
BlackRock Investment Management, LLC	114,987	$1,828,293	3.7%	Sole
BLACKROCK ADVISORS LLC	91,133	$1,449,014	3.0%	Sole
BlackRock Fund Advisors	1,526,531	$24,271,842	49.5%	Sole
BlackRock Institutional Trust Company, N.A.	1,288,998	$20,495,068	41.8%	Sole
Aperio Group, LLC	31,045	$493,615	1.0%	Sole

Mechanics Bank Trust Department

$35,656,386

9.23%

2,242,540

STATE STREET CORP

$27,386,891

7.09%

1,722,446

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,722,446	$27,386,891	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$26,229,816

6.79%

1,649,674

GEODE CAPITAL MANAGEMENT, LLC

$21,904,825

5.67%

1,377,662

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	168,709	$2,682,473	12.2%	Defined
Held directly	1,208,953	$19,222,352	87.8%	Defined

GW&K Investment Management, LLC

$21,628,754

5.60%

1,360,299

Composition Wealth, LLC

$17,740,917

4.59%

1,115,781

Bank of New York Mellon Corp

$17,300,168

4.48%

1,088,061

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation joint	1,010,742	$16,070,797	92.9%	Defined
The Bank of New York Mellon	77,317	$1,229,340	7.1%	Defined
Held directly	2	$31	0.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$12,107,133

3.13%

761,455

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	4,394	$69,864	0.6%	Defined
Dimensional Ireland Ltd	4,237	$67,368	0.6%	Defined
Held directly	752,824	$11,969,901	98.9%	Sole

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$8,463,363

2.19%

532,287

Sculptor Capital LP

$8,152,359

2.11%

512,727

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sculptor Capital II LP joint	512,727	$8,152,359	100.0%	Sole

Simcoe Capital LLC

$8,067,405

2.09%

507,384

TWO SIGMA INVESTMENTS, LP

$8,061,602

2.09%

507,019

GOLDMAN SACHS GROUP INC

$7,192,332

1.86%

452,348

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	357,886	$5,690,387	79.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	94,462	$1,501,945	20.9%	Defined

J. Goldman & Co LP

$7,154,348

1.85%

449,959

RENAISSANCE TECHNOLOGIES LLC

$6,660,382

1.72%

418,892

CITADEL ADVISORS LLC

$6,241,815

1.62%

392,567

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	250,927	$3,989,739	63.9%	Defined
Held directly	141,640	$2,252,076	36.1%	Defined

ALLIANCEBERNSTEIN L.P.

$6,240,638

1.61%

392,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	392,493	$6,240,638	100.0%	Defined

NORTHERN TRUST CORP

$5,629,170

1.46%

354,036

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	347,713	$5,528,635	98.2%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	6,323	$100,535	1.8%	Other

Siena Capital Partners GP, LLC

$5,616,134

1.45%

353,216

MORGAN STANLEY

$5,060,775

1.31%

318,288

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	498	$7,918	0.2%	Defined
MORGAN STANLEY & CO. LLC	34,413	$547,166	10.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	38,669	$614,837	12.1%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	34	$540	0.0%	Defined
Morgan Stanley Investment Management LTD	25,859	$411,158	8.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	15,674	$249,215	4.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	203,141	$3,229,941	63.8%	Defined

FIRST TRUST ADVISORS LP

$5,058,028

1.31%

318,115

VANGUARD FIDUCIARY TRUST CO

$4,833,218

1.25%

303,976

Nuveen, LLC

$4,784,118

1.24%

300,888

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	213,796	$3,399,356	71.1%	Defined
TEACHERS ADVISORS, LLC joint	87,092	$1,384,762	28.9%	Defined

CenterBook Partners LP

$4,470,571

1.16%

281,168

VANGUARD PORTFOLIO MANAGEMENT LLC

$4,286,449

1.11%

269,588

Squarepoint Ops LLC

$4,090,004

1.06%

257,233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	257,233	$4,090,004	100.0%	Defined

MALTESE CAPITAL MANAGEMENT LLC

$2,782,498

0.72%

175,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Malta Hedge Fund II, L.P.	75,494	$1,200,354	43.1%	Defined
Malta Opportunity Fund LP	73,391	$1,166,916	41.9%	Defined
Held directly	26,115	$415,228	14.9%	Sole

CCG WEALTH MANAGEMENT, LLC

$2,719,551

0.70%

171,041

HRT FINANCIAL LP

$1,961,106

0.51%

123,340

UBS Group AG

$1,851,666

0.48%

116,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	3,690	$58,671	3.2%	Defined
UBS AG	112,767	$1,792,995	96.8%	Defined

CALDWELL SUTTER CAPITAL, INC.

$1,642,231

0.42%

103,285

Numerai GP LLC

$1,572,223

0.41%

98,882

Jump Financial, LLC

$1,558,151

0.40%

97,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	141	$2,241	0.1%	Defined
Leap GP LLC joint	97,856	$1,555,910	99.9%	Defined

Waverly Advisors, LLC

$1,506,254

0.39%

94,733

VOYA INVESTMENT MANAGEMENT LLC

$1,447,170

0.37%

91,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	91,017	$1,447,170	100.0%	Defined

BANK OF AMERICA CORP /DE/

$1,335,869

0.35%

84,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	69,823	$1,110,185	83.1%	Defined
BOFA SECURITIES, INC.	14,194	$225,684	16.9%	Defined

BOOTHBAY FUND MANAGEMENT, LLC

$1,197,238

0.31%

75,298

KENNEDY CAPITAL MANAGEMENT LLC

$1,175,025

0.30%

73,901

Quantinno Capital Management LP

$1,032,069

0.27%

64,910

SIERRA SUMMIT ADVISORS LLC

$1,004,927

0.26%

63,203

EMERALD MUTUAL FUND ADVISERS TRUST

$961,345

0.25%

60,462

PDT Partners, LLC

$911,308

0.24%

57,315

Atom Investors LP

$815,399

0.21%

51,283

RHUMBLINE ADVISERS

$795,969

0.21%

50,061

BARCLAYS PLC

$794,443

0.21%

49,965

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	48,916	$777,764	97.9%	Defined
BARCLAYS CAPITAL INC.	1,049	$16,679	2.1%	Defined

CITIGROUP INC

$790,547

0.20%

49,720

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	49,720	$790,547	100.0%	Defined

Invesco Ltd.

$763,150

0.20%

47,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	4,942	$78,577	10.3%	Defined
Invesco Trust Co joint	16,314	$259,392	34.0%	Defined
Invesco Capital Management LLC	26,741	$425,181	55.7%	Defined

Weiss Asset Management LP

$741,385

0.19%

46,628

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WEISS ANDREW M joint	46,628	$741,385	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$730,700

0.19%

45,956

Jain Global LLC

$723,450

0.19%

45,500

Odyssean, LLC

$718,489

0.19%

45,188

Graham Capital Management, L.P.

$714,434

0.18%

44,933

STATE OF WISCONSIN INVESTMENT BOARD

$712,320

0.18%

44,800

DRW Securities, LLC

$653,013

0.17%

41,070

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Securities, LLC joint	41,070	$653,013	100.0%	Other

PRICE T ROWE ASSOCIATES INC /MD/

$643,965

0.17%

40,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	40,501	$643,965	100.0%	Defined

DEUTSCHE BANK AG\

$631,818

0.16%

39,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	39,737	$631,818	100.0%	Defined

Rafferty Asset Management, LLC

$620,370

0.16%

39,017

WELLS FARGO & COMPANY/MN

$549,836

0.14%

34,581

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	33,651	$535,050	97.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	599	$9,524	1.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	331	$5,262	1.0%	Defined

Farther Finance Advisors, LLC

$505,635

0.13%

31,801

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$485,824

0.13%

30,555

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	30,555	$485,824	100.0%	Other

MILLENNIUM MANAGEMENT LLC

$478,128

0.12%

30,071

HSBC HOLDINGS PLC

$475,600

0.12%

29,912

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	29,912	$475,600	100.0%	Defined

Russell Investments Group, Ltd.

$474,184

0.12%

29,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	29,823	$474,184	100.0%	Defined

JPMORGAN CHASE & CO

$405,019

0.10%

25,473

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	16,658	$264,862	65.4%	Defined
J.P. Morgan Investment Management Inc.	8,798	$139,888	34.5%	Defined
J.P. Morgan Securities LLC	3	$47	0.0%	Defined
J.P. Morgan Securities plc	14	$222	0.1%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$375,001

0.10%

23,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	23,585	$375,001	100.0%	Defined

MetLife Investment Management, LLC

$366,654

0.09%

23,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	23,060	$366,654	100.0%	Defined

SG Americas Securities, LLC

$355,826

0.09%

22,379

Magnetar Financial LLC

$325,759

0.08%

20,488

Arax Advisory Partners

$317,793

0.08%

19,987

NEUBERGER BERMAN GROUP LLC

$317,220

0.08%

19,951

Vanguard Global Advisers, LLC

$310,542

0.08%

19,531

LPL Financial LLC

$303,817

0.08%

19,108

RAYMOND JAMES FINANCIAL INC

$301,177

0.08%

18,942

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	68	$1,081	0.4%	Defined
Raymond James Financial Services Advisors, Inc.	18,874	$300,096	99.6%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$294,181

0.08%

18,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	18,502	$294,181	100.0%	Defined

ExodusPoint Capital Management, LP

$280,285

0.07%

17,628

Baird Financial Group, Inc.

$276,707

0.07%

17,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	17,403	$276,707	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$261,809

0.07%

16,466

Shay Capital LLC

$259,344

0.07%

16,311

Bleakley Financial Group, LLC

$253,573

0.07%

15,948

Burns Matteson Capital Management, LLC

$242,618

0.06%

15,259

Steward Partners Investment Advisory, LLC

$240,153

0.06%

15,104

Vanguard Personalized Indexing Management, LLC

$227,370

0.06%

14,300

Police & Firemen's Retirement System of New Jersey

$227,020

0.06%

14,278

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	14,278	$227,020	100.0%	Defined

Sanctuary Advisors, LLC

$226,050

0.06%

14,217

CANADA LIFE ASSURANCE Co

$221,232

0.06%

13,914

NEW YORK STATE COMMON RETIREMENT FUND

$220,262

0.06%

13,853

SEI INVESTMENTS CO

$219,086

0.06%

13,779

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	13,779	$219,086	100.0%	Sole

ANCHYRA PARTNERS LLC

$188,542

0.05%

11,858

AQR CAPITAL MANAGEMENT LLC

$183,482

0.05%

11,540

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KEB ASSET MANAGEMENT, LLC	2	$31	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	2	$31	0.0%	Other
Compound Planning, Inc.	1	$15	0.0%	Other
Arax Advisory Partners	58	$922	0.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	78	$1,240	0.7%	Other
Stokes Family Office, LLC	8	$127	0.1%	Other
Held directly	11,391	$181,116	98.7%	Defined

FMR LLC

$181,720

0.05%

11,429

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	11,266	$179,129	98.6%	Defined
STRATEGIC ADVISERS LLC	163	$2,591	1.4%	Defined

KEYBANK NATIONAL ASSOCIATION/OH

$171,465

0.04%

10,784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	10,784	$171,465	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$168,126

0.04%

10,574

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	10,574	$168,126	100.0%	Defined

STIFEL FINANCIAL CORP

$166,838

0.04%

10,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	10,493	$166,838	100.0%	Defined

OSAIC HOLDINGS, INC.

$143,274

0.04%

9,011

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	9,005	$143,179	99.9%	Defined
Osaic Advisory Services, LLC	6	$95	0.1%	Defined

Rockefeller Capital Management L.P.

$109,550

0.03%

6,890

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	6,602	$104,971	95.8%	Defined
ROCKEFELLER FINANCIAL LLC	288	$4,579	4.2%	Defined

Point Nemo Capital, LLC

$95,400

0.02%

6,000

Covestor Ltd

$72,027

0.02%

4,530

Tower Research Capital LLC (TRC)

$69,117

0.02%

4,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	4,347	$69,117	100.0%	Defined

Legal & General Group Plc

$68,449

0.02%

4,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	4,305	$68,449	100.0%	Defined

Key facts CIK 1518715 CUSIP 43785V102 13F (30d) 96 filings 96 filers Visit website Investor relations