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 Q3	$1K	Hold	56	–	–	﹤0.01%	1268
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's MCBS Position: Q3 2026 in Review

Avion Wealth held its MetroCity Bankshares (MCBS) position steady in Q3 2026 at 56 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Avion Wealth first reported a position in MCBS in Q2 2025 and has held it in 6 quarters since. The position peaked at $2K in Q2 2026. 95 funds tracked by Wall St. Rank hold MCBS as of Q3 2026.

Avion Wealth held 56 shares of MetroCity Bankshares worth $1K as of Q3 2026.
Avion Wealth left its MetroCity Bankshares share count unchanged in Q3 2026.
MetroCity Bankshares made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1268 holding.
Avion Wealth first reported a position in MetroCity Bankshares in Q2 2025 and has held it in 6 quarters since.
Avion Wealth's MetroCity Bankshares position peaked at $2K in Q2 2026.
95 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.