Bernard Wealth Management’s MetLife MET Stock Holding History

Bernard 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
2025 Q2	–	Sell	-52	Closed	-$4.18K	–	362
2025 Q1	$4.18K	Buy	+52	New	+$4.33K	﹤0.01%	267

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bernard Wealth Management's MET Position: Q2 2025 in Review

Bernard Wealth Management sold out of MetLife (MET) in Q2 2025, closing a stake of 52 shares — an estimated $4.18K sold.

Bernard Wealth Management first reported a position in MET in Q1 2025 and held it in 1 quarter. The position peaked at $4.18K in Q1 2025. 1,410 funds tracked by Wall St. Rank hold MET as of Q2 2025.

Bernard Wealth Management reported no remaining MetLife position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 52 MetLife shares in Q2 2025, an estimated $4.18K.
Bernard Wealth Management first reported a position in MetLife in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's MetLife position peaked at $4.18K in Q1 2025.
1,410 funds tracked by Wall St. Rank held MetLife as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.