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Allworth Financial’s MetroCity Bankshares MCBS Stock Holding History

Allworth Financial’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.5K Buy
192
+177
+1,180% +$4.99K ﹤0.01% 3903
2025
Q4 		$399 Buy
15
+13
+650% +$347 ﹤0.01% 4579
2025
Q3 		$56 Buy
2
+1
+100% +$29 ﹤0.01% 4735
2025
Q2 		$29 Sell
1
-24
-96% -$666 ﹤0.01% 4498
2025
Q1 		$701 Sell
25
-45
-64% -$1.35K ﹤0.01% 3591
2024
Q4 		$2.21K Buy
70
+12
+21% +$388 ﹤0.01% 3119
2024
Q3 		$1.78K Buy
+58
New +$1.69K ﹤0.01% 3016

Other funds holding MCBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial's MCBS Position: Q1 2026 in Review

Allworth Financial increased its MetroCity Bankshares (MCBS) stake by 1,180% in Q1 2026, buying an estimated $4.99K and bringing the position to 192 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3903.

Allworth Financial first reported a position in MCBS in Q3 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold MCBS as of Q1 2026.

  • Allworth Financial held 192 shares of MetroCity Bankshares worth $5.5K as of Q1 2026.
  • Allworth Financial bought 177 MetroCity Bankshares shares in Q1 2026, an estimated $4.99K.
  • MetroCity Bankshares made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3903 holding.
  • Allworth Financial first reported a position in MetroCity Bankshares in Q3 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.