Filing Research | MCHB - MECHANICS BANCORP Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Mechanics Bank Trust Department	Shares	2.2MSH	$35.7M
2	Composition Wealth, LLC	Shares	1.1MSH	$17.7M
3	SIERRA SUMMIT ADVISORS LLC	Shares	63.2KSH	$1.0M
4	Farther Finance Advisors, LLC	Shares	31.8KSH	$505.6K
5	Burns Matteson Capital Management, LLC	Shares	15.3KSH	$242.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	14.3KSH	$227.0K
7	ANCHYRA PARTNERS LLC	Shares	11.9KSH	$188.5K
8	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$31.5K
9	GAMMA Investing LLC	Shares	1.2KSH	$19.5K
10	Hilltop National Bank	Shares	1.0KSH	$16.5K
11	Versant Capital Management, Inc	Shares	232SH	$3.7K
12	Fortitude Family Office, LLC	Shares	87SH	$1.4K
13	Torren Management, LLC	Shares	62SH	$990
14	SBI Securities Co., Ltd.	Shares	26SH	$413
15	True Wealth Design, LLC	Shares	23SH	$366
16	JFS WEALTH ADVISORS, LLC	Shares	11SH	$175
17	Hughes Financial Services, LLC	Shares	6SH	$95
18	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$32
19	TFC Financial Management, Inc.	Shares	1SH	$16

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Mechanics Bank Trust Department trimmed	Shares	-59.4K	+$1.7M	$35.7M
2	Composition Wealth, LLC unchanged	Shares	0	+$1.3M	$17.7M
3	SIERRA SUMMIT ADVISORS LLC new	Shares	+63.2K	+$1.0M	$1.0M
4	ANCHYRA PARTNERS LLC new	Shares	+11.9K	+$188.5K	$188.5K
5	Farther Finance Advisors, LLC added	Shares	+2.1K	+$68.5K	$505.6K
6	EverSource Wealth Advisors, LLC added	Shares	+2.0K	+$31.1K	$31.5K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$16.4K	$227.0K
8	Burns Matteson Capital Management, LLC trimmed	Shares	-984	+$3.0K	$242.6K
9	GAMMA Investing LLC added	Shares	+4	+$1.5K	$19.5K
10	Hilltop National Bank unchanged	Shares	0	+$1.2K	$16.5K
11	Versant Capital Management, Inc unchanged	Shares	0	+$267	$3.7K
12	SBI Securities Co., Ltd. added	Shares	+12	+$206	$413
13	Fortitude Family Office, LLC unchanged	Shares	0	+$100	$1.4K
14	Torren Management, LLC added	Shares	+1	+$98	$990
15	Hughes Financial Services, LLC added	Shares	+3	+$51	$95
16	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$32	$32
17	True Wealth Design, LLC unchanged	Shares	0	+$26	$366
18	TFC Financial Management, Inc. new	Shares	+1	+$16	$16
19	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$12	$175
20	Vermillion Wealth Management, Inc. exited	Shares	-1	-$15	$0