Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L)’s MetroCity Bankshares MCBS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q1	$776K	Buy	27,084 +883	+3%	+$24.9K	﹤0.01%	1214
2025 Q4	$695K	Buy	26,201 +503	+2%	+$13.4K	﹤0.01%	1231
2025 Q3	$712K	Buy	25,698 +2,582	+11%	+$75K	﹤0.01%	1166
2025 Q2	$661K	Buy	23,116 +893	+4%	+$24.8K	﹤0.01%	1173
2025 Q1	$613K	Buy	22,223 +4,624	+26%	+$139K	﹤0.01%	1093
2024 Q4	$562K	Buy	+17,599	New	+$569K	﹤0.01%	1117

Other funds holding MCBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Geode Capital Management

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

Dimensional Fund Advisors

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

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return