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Cyndeo Wealth Partners’s MetLife MET Stock Holding History

Cyndeo 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 		$11.7M Buy
138,721
+6,018
+5% +$485K 0.55% 49
2026
Q1 		$9.38M Buy
132,703
+127,222
+2,321% +$9.52M 0.49% 65
2025
Q4 		$433K Sell
5,481
-567
-9% -$44.9K 0.02% 338
2025
Q3 		$498K Sell
6,048
-32
-0.5% -$2.52K 0.03% 310
2025
Q2 		$489K Sell
6,080
-872
-13% -$67.3K 0.03% 310
2025
Q1 		$558K Sell
6,952
-10
-0.1% -$832 0.04% 282
2024
Q4 		$570K Sell
6,962
-19
-0.3% -$1.58K 0.04% 277
2024
Q3 		$576K Sell
6,981
-48
-0.7% -$3.59K 0.04% 279
2024
Q2 		$493K Sell
7,029
-14
-0.2% -$1K 0.04% 284
2024
Q1 		$522K Sell
7,043
-650
-8% -$45.3K 0.04% 257
2023
Q4 		$509K Sell
7,693
-688
-8% -$43.1K 0.05% 252
2023
Q3 		$527K Sell
8,381
-33
-0.4% -$2.06K 0.05% 221
2023
Q2 		$476K Sell
8,414
-80,750
-91% -$4.48M 0.05% 220
2023
Q1 		$5.17M Buy
89,164
+231
+0.3% +$15.6K 0.56% 52
2022
Q4 		$6.44M Buy
+88,933
New +$6.37M 0.76% 34

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

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

Cyndeo Wealth Partners increased its MetLife (MET) stake by 4.5% in Q2 2026, buying an estimated $485K and bringing the position to 138,721 shares worth $11.7M. The position accounts for 0.55% of the portfolio, ranked #49.

Cyndeo Wealth Partners first reported a position in MET in Q4 2022 and has held it in 15 quarters since. 1,445 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Cyndeo Wealth Partners held 138,721 shares of MetLife worth $11.7M as of Q2 2026.
  • Cyndeo Wealth Partners bought 6,018 MetLife shares in Q2 2026, an estimated $485K.
  • MetLife made up 0.55% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Cyndeo Wealth Partners first reported a position in MetLife in Q4 2022 and has held it in 15 quarters since.
  • 1,445 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.