Cassady Schiller Wealth Management’s MetroCity Bankshares MCBS Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.09K	Buy	+34	New	+$1.1K	﹤0.01%	768

Other funds holding MCBS

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's MCBS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in MetroCity Bankshares (MCBS) in Q4 2024: 34 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

98 funds tracked by Wall St. Rank hold MCBS as of Q4 2024.

Cassady Schiller Wealth Management held 34 shares of MetroCity Bankshares worth $1.09K as of Q4 2024.
MetroCity Bankshares was a new Cassady Schiller Wealth Management position in Q4 2024.
MetroCity Bankshares made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #768 holding.
98 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.