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Clearstead Advisors’s MetroCity Bankshares MCBS Stock Holding History

Clearstead Advisors’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 		$288 Buy
+8
New +$261 ﹤0.01% 3082
2025
Q4 		– Sell
-9
Closed -$250 – 3053
2025
Q3 		$250 Hold
9
– – ﹤0.01% 2830
2025
Q2 		$258 Buy
+9
New +$250 ﹤0.01% 2553

Other funds holding MCBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Clearstead Advisors's MCBS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in MetroCity Bankshares (MCBS) in Q2 2026: 8 shares worth $288. The stake represents ﹤0.01% of the portfolio and ranks #3082 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MCBS as recently as Q3 2025.

Clearstead Advisors first reported a position in MCBS in Q2 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Clearstead Advisors held 8 shares of MetroCity Bankshares worth $288 as of Q2 2026.
  • MetroCity Bankshares was a new Clearstead Advisors position in Q2 2026.
  • MetroCity Bankshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3082 holding.
  • Clearstead Advisors first reported a position in MetroCity Bankshares in Q2 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.