As of the latest SEC filings, Mechanics Bancorp (MCHB) is held by 155 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $22,056,766.50 in market value, representing a significant portion of its portfolio.
Funds holding Mechanics Bancorp (MCHB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MCHB
- CIK:
- 0001518715
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $22,056,766.50 | 1,495,374 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $17,447,022.75 | 1,182,849 | Mar 31, 2026 | May 28, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.60% | $11,580,918.25 | 785,147 | Mar 31, 2026 | Jun 1, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.26% | $9,585,317.00 | 649,852 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,897,386.00 | 535,416 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,132,410.43 | 483,062 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,117,031.50 | 414,714 | Mar 31, 2026 | May 28, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 2.07% | $4,701,842.75 | 318,769 | Mar 31, 2026 | May 21, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.04% | $4,105,596.60 | 287,910 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,642,075.30 | 255,405 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,428,802.74 | 240,449 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,328,825.88 | 233,438 | Feb 28, 2026 | Apr 24, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.22% | $2,337,860.57 | 158,338 | Apr 30, 2026 | Jun 23, 2026 |
|
DHS
WisdomTree U.S. High Dividend Fund
|
ETF | WisdomTree | 0.16% | $2,297,519.00 | 155,764 | Mar 31, 2026 | Jun 1, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.01% | $1,932,500.94 | 135,519 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $1,802,656.50 | 122,214 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,557,722.27 | 105,501 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,533,433.84 | 103,856 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,431,204.90 | 100,365 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,342,994.87 | 90,958 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,339,451.27 | 90,718 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,195,815.08 | 83,858 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,168,546.40 | 79,143 | Apr 30, 2026 | Jun 29, 2026 |
|
QABA
First Trust NASDAQ ABA Community Bank Index Fund
|
ETF | First Trust | 1.57% | $1,144,600.00 | 77,600 | Mar 31, 2026 | May 28, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $1,126,767.25 | 76,391 | Mar 31, 2026 | May 28, 2026 |
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