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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
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 $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

Avion Wealth's MCBS Position: Q1 2026 in Review

Avion Wealth increased its MetroCity Bankshares (MCBS) stake by 180% in Q1 2026, buying an estimated $1.02K and bringing the position to 56 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Avion Wealth first reported a position in MCBS in Q2 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold MCBS as of Q1 2026.

  • Avion Wealth held 56 shares of MetroCity Bankshares worth $1K as of Q1 2026.
  • Avion Wealth bought 36 MetroCity Bankshares shares in Q1 2026, an estimated $1.02K.
  • MetroCity Bankshares made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1085 holding.
  • Avion Wealth first reported a position in MetroCity Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.