Cape Investment Advisory’s MetroCity Bankshares MCBS Stock Holding History

Cape Investment Advisory’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	$2.02M	Sell	56,254 -3,498	-6%	-$114K	0.54%	34
2026 Q1	$1.71M	Buy	59,752 +252	+0.4%	+$7.11K	0.57%	38
2025 Q4	$1.58M	Buy	+59,500	New	+$1.59M	0.49%	43
2025 Q3	–	Sell	-59,500	Closed	-$1.7M	–	1039
2025 Q2	$1.7M	Hold	59,500	–	–	0.62%	33
2025 Q1	$1.64M	Hold	59,500	–	–	0.65%	35
2024 Q4	$1.9M	Sell	59,500 -10,300	-15%	-$333K	0.74%	26
2024 Q3	$2.14M	Sell	69,800 -6,200	-8%	-$180K	0.87%	25
2024 Q2	$2.01M	Hold	76,000	–	–	0.9%	23
2024 Q1	$1.9M	Hold	76,000	–	–	0.89%	20
2023 Q4	$1.83M	Hold	76,000	–	–	0.89%	21
2023 Q3	$1.5M	Hold	76,000	–	–	0.85%	23
2023 Q2	$1.36M	Hold	76,000	–	–	0.76%	28
2023 Q1	$1.3M	Buy	+76,000	New	+$1.48M	0.79%	26

Other funds holding MCBS

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cape Investment Advisory's MCBS Position: Q2 2026 in Review

Cape Investment Advisory reduced its MetroCity Bankshares (MCBS) stake by 5.9% in Q2 2026, selling an estimated $114K and leaving 56,254 shares worth $2.02M. The position accounts for 0.54% of the portfolio, ranked #34.

Cape Investment Advisory first reported a position in MCBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.14M in Q3 2024. 17 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

Cape Investment Advisory held 56,254 shares of MetroCity Bankshares worth $2.02M as of Q2 2026.
Cape Investment Advisory sold 3,498 MetroCity Bankshares shares in Q2 2026, an estimated $114K.
MetroCity Bankshares made up 0.54% of Cape Investment Advisory's portfolio in Q2 2026, its #34 holding.
Cape Investment Advisory first reported a position in MetroCity Bankshares in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's MetroCity Bankshares position peaked at $2.14M in Q3 2024.
17 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.