Creative Planning’s MetroCity Bankshares MCBS Stock Holding History

Creative Planning’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	$2.94M	Buy	81,912 +10,386	+15%	+$339K	﹤0.01%	1801
2026 Q1	$2.05M	Buy	71,526 +37,139	+108%	+$1.05M	﹤0.01%	1878
2025 Q4	$913K	Sell	34,387 -7,231	-17%	-$193K	﹤0.01%	2355
2025 Q3	$1.15M	Buy	41,618 +13,113	+46%	+$381K	﹤0.01%	1989
2025 Q2	$815K	Buy	+28,505	New	+$790K	﹤0.01%	2032
2025 Q1	–	Sell	-16,146	Closed	-$516K	–	3624
2024 Q4	$516K	Buy	16,146 +5,333	+49%	+$173K	﹤0.01%	2192
2024 Q3	$331K	Buy	+10,813	New	+$314K	﹤0.01%	2445
2022 Q1	–	Sell	-8,020	Closed	-$221K	–	2402
2021 Q4	$221K	Buy	+8,020	New	+$204K	﹤0.01%	1810

Other funds holding MCBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's MCBS Position: Q2 2026 in Review

Creative Planning increased its MetroCity Bankshares (MCBS) stake by 15% in Q2 2026, buying an estimated $339K and bringing the position to 81,912 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Creative Planning first reported a position in MCBS in Q4 2021 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

Creative Planning held 81,912 shares of MetroCity Bankshares worth $2.94M as of Q2 2026.
Creative Planning bought 10,386 MetroCity Bankshares shares in Q2 2026, an estimated $339K.
MetroCity Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1801 holding.
Creative Planning first reported a position in MetroCity Bankshares in Q4 2021 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.