AssetMark Inc’s MetroCity Bankshares MCBS Stock Holding History

AssetMark Inc’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 Q3	$343	Buy	+10	New	+$355	﹤0.01%	3514

Other funds holding MCBS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's MCBS Position: Q3 2026 in Review

AssetMark Inc opened a new position in MetroCity Bankshares (MCBS) in Q3 2026: 10 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #3514 among its holdings.

38 funds tracked by Wall St. Rank hold MCBS as of Q3 2026.

AssetMark Inc held 10 shares of MetroCity Bankshares worth $343 as of Q3 2026.
MetroCity Bankshares was a new AssetMark Inc position in Q3 2026.
MetroCity Bankshares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3514 holding.
38 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.