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Coldstream Capital Management’s MetroCity Bankshares MCBS Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-212
Closed -$5.84K – 2392
2025
Q1 		$5.84K Buy
+212
New +$6.36K ﹤0.01% 2620

Other funds holding MCBS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coldstream Capital Management's MCBS Position: Q2 2025 in Review

Coldstream Capital Management sold out of MetroCity Bankshares (MCBS) in Q2 2025, closing a stake of 212 shares — an estimated $5.84K sold.

Coldstream Capital Management first reported a position in MCBS in Q1 2025 and held it in 1 quarter. The position peaked at $5.84K in Q1 2025. 90 funds tracked by Wall St. Rank hold MCBS as of Q2 2025.

  • Coldstream Capital Management reported no remaining MetroCity Bankshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 212 MetroCity Bankshares shares in Q2 2025, an estimated $5.84K.
  • Coldstream Capital Management first reported a position in MetroCity Bankshares in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's MetroCity Bankshares position peaked at $5.84K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.