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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
Q2 		$50.4K Buy
+596
New +$48.1K 0.01% 364
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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's MET Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in MetLife (MET) in Q2 2026: 596 shares worth $50.4K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MET as recently as Q4 2025.

Concord Wealth Partners first reported a position in MET in Q4 2020 and has held it in 22 quarters since. The position peaked at $392K in Q1 2022. 1,445 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Concord Wealth Partners held 596 shares of MetLife worth $50.4K as of Q2 2026.
  • MetLife was a new Concord Wealth Partners position in Q2 2026.
  • MetLife made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #364 holding.
  • Concord Wealth Partners first reported a position in MetLife in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's MetLife position peaked at $392K in Q1 2022.
  • 1,445 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.