MAI Wealth Advisors »

Homestreet shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Homestreet (MCHB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Homestreet

Tip: Access up to 7 years of quarterly data

All positions including Homestreet held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Homestreet by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $399 27 14.78

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Homestreet

BlackRock
Vanguard Group
Mechanics Bank Trust Department / The Mechanics Bank
Vanguard Capital Management
Geode Capital Management
Philadelphia Financial Management of San Francisco
Jennifer Ranahan
Miracle Mile Advisors
Bank of New York Mellon
State Street Corporation
J. Goldman & Co
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Alliancebernstein

View all funds holding Homestreet