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Avion Wealth’s MetroCity Bankshares MCBS Stock Holding History

Avion Wealth’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 		$2K Hold
56
– – ﹤0.01% 1089
2026
Q1 		$1K Buy
56
+36
+180% +$1.02K ﹤0.01% 1085
2025
Q4 		$0 Buy
20
+1
+5% +$27 ﹤0.01% 1449
2025
Q3 		$0 Hold
19
– – ﹤0.01% 1412
2025
Q2 		$0 Buy
+19
New +$527 ﹤0.01% 1434

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

Avion Wealth's MCBS Position: Q2 2026 in Review

Avion Wealth held its MetroCity Bankshares (MCBS) position steady in Q2 2026 at 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Avion Wealth first reported a position in MCBS in Q2 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Avion Wealth held 56 shares of MetroCity Bankshares worth $2K as of Q2 2026.
  • Avion Wealth left its MetroCity Bankshares share count unchanged in Q2 2026.
  • MetroCity Bankshares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1089 holding.
  • Avion Wealth first reported a position in MetroCity Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.