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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
Q2 		$9.08K Buy
253
+61
+32% +$1.99K ﹤0.01% 3781
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's MCBS Position: Q2 2026 in Review

Allworth Financial increased its MetroCity Bankshares (MCBS) stake by 32% in Q2 2026, buying an estimated $1.99K and bringing the position to 253 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Allworth Financial first reported a position in MCBS in Q3 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Allworth Financial held 253 shares of MetroCity Bankshares worth $9.08K as of Q2 2026.
  • Allworth Financial bought 61 MetroCity Bankshares shares in Q2 2026, an estimated $1.99K.
  • MetroCity Bankshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3781 holding.
  • Allworth Financial first reported a position in MetroCity Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.