Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MetroCity Bankshares MCBS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$38.7K Sell
1,350
-78
-5% -$2.2K ﹤0.01% 3984
2025
Q4 		$38K Buy
1,428
+473
+50% +$12.6K ﹤0.01% 3802
2025
Q3 		$26K Buy
955
+421
+79% +$12.2K ﹤0.01% 3967
2025
Q2 		$15K Buy
534
+281
+111% +$7.79K ﹤0.01% 4085
2025
Q1 		$7K Sell
253
-54
-18% -$1.62K ﹤0.01% 4298
2024
Q4 		$10K Buy
307
+166
+118% +$5.37K ﹤0.01% 3877
2024
Q3 		$4K Buy
141
+55
+64% +$1.6K ﹤0.01% 4193
2024
Q2 		$2K Buy
86
+75
+682% +$1.83K ﹤0.01% 4231
2024
Q1 		$0 Sell
11
-19
-63% -$454 ﹤0.01% 4559
2023
Q4 		$1K Buy
+30
New +$640 ﹤0.01% 3978
2023
Q1 		– Sell
-45
Closed -$1K – 4226
2022
Q4 		$1K Buy
+45
New +$979 ﹤0.01% 3787

Other funds holding MCBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its MetroCity Bankshares (MCBS) stake by 5.5% in Q1 2026, selling an estimated $2.2K and leaving 1,350 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

Carson Wealth (CWM LLC) first reported a position in MCBS in Q4 2022 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold MCBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,350 shares of MetroCity Bankshares worth $38.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 78 MetroCity Bankshares shares in Q1 2026, an estimated $2.2K.
  • MetroCity Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3984 holding.
  • Carson Wealth (CWM LLC) first reported a position in MetroCity Bankshares in Q4 2022 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q1 2026.

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