Baker Tilly Wealth Management
MET icon

Baker Tilly Wealth Management’s MetLife MET Stock Holding History

Baker Tilly Wealth Management’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$835K Sell
8,871
-109
-1% -$10.4K 0.16% 112
2026
Q2 		$760K Sell
8,980
-3,172
-26% -$256K 0.16% 125
2026
Q1 		$859K Sell
12,152
-326
-3% -$24.4K 0.21% 105
2025
Q4 		$985K Buy
12,478
+7
+0.1% +$554 0.24% 84
2025
Q3 		$1.03M Sell
12,471
-79
-0.6% -$6.22K 0.23% 81
2025
Q2 		$1.01M Buy
12,550
+1
+0% +$77 0.36% 60
2025
Q1 		$1.01M Buy
12,549
+21
+0.2% +$1.75K 0.4% 61
2024
Q4 		$1.03M Buy
12,528
+3,233
+35% +$269K 0.4% 51
2024
Q3 		$767K Sell
9,295
-855
-8% -$63.9K 0.34% 73
2024
Q2 		$712K Sell
10,150
-6,554
-39% -$468K 0.29% 87
2024
Q1 		$1.24M Sell
16,704
-194
-1% -$13.5K 0.22% 103
2023
Q4 		$1.12M Sell
16,898
-2,382
-12% -$149K 0.18% 123
2023
Q3 		$1.21M Sell
19,280
-14,817
-43% -$923K 0.2% 107
2023
Q2 		$1.93M Buy
34,097
+3,121
+10% +$173K 0.2% 105
2023
Q1 		$1.79M Sell
30,976
-2,077
-6% -$140K 0.2% 108
2022
Q4 		$2.39M Buy
33,053
+2,225
+7% +$159K 0.29% 80
2022
Q3 		$1.87M Buy
30,828
+1,316
+4% +$84.1K 0.26% 88
2022
Q2 		$1.85M Buy
29,512
+1,248
+4% +$82.6K 0.24% 89
2022
Q1 		$1.99M Buy
28,264
+4,465
+19% +$302K 0.22% 95
2021
Q4 		$1.49M Buy
23,799
+1,778
+8% +$112K 0.16% 133
2021
Q3 		$1.36M Buy
22,021
+3,797
+21% +$229K 0.18% 112
2021
Q2 		$1.09M Buy
18,224
+7,100
+64% +$450K 0.18% 133
2021
Q1 		$676K Buy
+11,124
New +$614K 0.14% 188

Other funds holding MET

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Baker Tilly Wealth Management's MET Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its MetLife (MET) stake by 1.2% in Q3 2026, selling an estimated $10.4K and leaving 8,871 shares worth $835K. The position accounts for 0.16% of the portfolio, ranked #112.

Baker Tilly Wealth Management first reported a position in MET in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.39M in Q4 2022. 1,242 funds tracked by Wall St. Rank hold MET as of Q3 2026.

  • Baker Tilly Wealth Management held 8,871 shares of MetLife worth $835K as of Q3 2026.
  • Baker Tilly Wealth Management sold 109 MetLife shares in Q3 2026, an estimated $10.4K.
  • MetLife made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Baker Tilly Wealth Management first reported a position in MetLife in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's MetLife position peaked at $2.39M in Q4 2022.
  • 1,242 funds tracked by Wall St. Rank held MetLife as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.