Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Metropolitan Bank Holding Corp MCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$149K Buy
1,785
+284
+19% +$24.4K ﹤0.01% 2961
2025
Q4 		$115K Buy
1,501
+12
+0.8% +$889 ﹤0.01% 2964
2025
Q3 		$111K Sell
1,489
-283
-16% -$21.3K ﹤0.01% 2904
2025
Q2 		$124K Sell
1,772
-20
-1% -$1.24K ﹤0.01% 2540
2025
Q1 		$100K Buy
1,792
+18
+1% +$1.07K ﹤0.01% 2425
2024
Q4 		$104K Sell
1,774
-6
-0.3% -$360 ﹤0.01% 2263
2024
Q3 		$94K Buy
1,780
+996
+127% +$49.2K ﹤0.01% 2236
2024
Q2 		$33K Buy
784
+323
+70% +$12.9K ﹤0.01% 2770
2024
Q1 		$18K Buy
461
+96
+26% +$4.2K ﹤0.01% 2974
2023
Q4 		$20K Hold
365
– – ﹤0.01% 2780
2023
Q3 		$13K Hold
365
– – ﹤0.01% 2987
2023
Q2 		$13K Buy
365
+135
+59% +$4.06K ﹤0.01% 2923
2023
Q1 		$8K Buy
230
+141
+158% +$7.32K ﹤0.01% 3085
2022
Q4 		$5K Buy
+89
New +$5.63K ﹤0.01% 3193
2022
Q3 		– Sell
-66
Closed -$5K – 4080
2022
Q2 		$5K Buy
66
+64
+3,200% +$5.3K ﹤0.01% 2989
2022
Q1 		$0 Buy
+2
New +$207 ﹤0.01% 3729

Other funds holding MCB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Metropolitan Bank Holding Corp (MCB) stake by 19% in Q1 2026, buying an estimated $24.4K and bringing the position to 1,785 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Carson Wealth (CWM LLC) first reported a position in MCB in Q1 2022 and has held it in 16 quarters since. 193 funds tracked by Wall St. Rank hold MCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,785 shares of Metropolitan Bank Holding Corp worth $149K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 284 Metropolitan Bank Holding Corp shares in Q1 2026, an estimated $24.4K.
  • Metropolitan Bank Holding Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2961 holding.
  • Carson Wealth (CWM LLC) first reported a position in Metropolitan Bank Holding Corp in Q1 2022 and has held it in 16 quarters since.
  • 193 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.