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Concord Wealth Partners’s MetLife MET Stock Holding History

Concord Wealth Partners’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-334
Closed -$26.4K – 562
2025
Q4 		$26.4K Buy
334
+1
+0.3% +$79 ﹤0.01% 408
2025
Q3 		$27.4K Buy
333
+2
+0.6% +$157 ﹤0.01% 415
2025
Q2 		$26.7K Buy
331
+16
+5% +$1.24K ﹤0.01% 430
2025
Q1 		$25.3K Buy
315
+1
+0.3% +$83 ﹤0.01% 408
2024
Q4 		$25.7K Sell
314
-34
-10% -$2.83K ﹤0.01% 420
2024
Q3 		$28.7K Sell
348
-59
-14% -$4.41K ﹤0.01% 417
2024
Q2 		$28.5K Buy
407
+2
+0.5% +$143 0.01% 378
2024
Q1 		$30K Sell
405
-4,077
-91% -$284K 0.01% 436
2023
Q4 		$296K Sell
4,482
-307
-6% -$19.2K 0.06% 163
2023
Q3 		$301K Buy
4,789
+3,788
+378% +$236K 0.06% 153
2023
Q2 		$56.6K Buy
1,001
+364
+57% +$20.2K 0.01% 349
2023
Q1 		$36.9K Sell
637
-814
-56% -$54.9K 0.01% 390
2022
Q4 		$105K Sell
1,451
-3,946
-73% -$283K 0.03% 243
2022
Q3 		$328K Sell
5,397
-796
-13% -$50.9K 0.1% 120
2022
Q2 		$389K Buy
6,193
+617
+11% +$40.8K 0.11% 121
2022
Q1 		$392K Buy
5,576
+394
+8% +$26.6K 0.1% 120
2021
Q4 		$324K Buy
5,182
+3,846
+288% +$241K 0.08% 137
2021
Q3 		$82K Sell
1,336
-2,428
-65% -$146K 0.03% 155
2021
Q2 		$225K Buy
3,764
+2,562
+213% +$162K 0.06% 127
2021
Q1 		$73K Buy
1,202
+1,108
+1,179% +$61.1K 0.02% 268
2020
Q4 		$4K Buy
+94
New +$4.07K ﹤0.01% 439

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's MET Position: Q1 2026 in Review

Concord Wealth Partners sold out of MetLife (MET) in Q1 2026, closing a stake of 334 shares — an estimated $26.4K sold.

Concord Wealth Partners first reported a position in MET in Q4 2020 and held it in 21 quarters. The position peaked at $392K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

  • Concord Wealth Partners reported no remaining MetLife position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 334 MetLife shares in Q1 2026, an estimated $26.4K.
  • Concord Wealth Partners first reported a position in MetLife in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's MetLife position peaked at $392K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.