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Diversified Trust’s Metropolitan Bank Holding Corp MCB Stock Holding History

Diversified Trust’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$537K Buy
5,441
+2,761
+103% +$250K 0.01% 728
2026
Q1 		$223K Buy
+2,680
New +$230K ﹤0.01% 943

Other funds holding MCB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Diversified Trust's MCB Position: Q2 2026 in Review

Diversified Trust increased its Metropolitan Bank Holding Corp (MCB) stake by 103% in Q2 2026, buying an estimated $250K and bringing the position to 5,441 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #728.

Diversified Trust first reported a position in MCB in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

  • Diversified Trust held 5,441 shares of Metropolitan Bank Holding Corp worth $537K as of Q2 2026.
  • Diversified Trust bought 2,761 Metropolitan Bank Holding Corp shares in Q2 2026, an estimated $250K.
  • Metropolitan Bank Holding Corp made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #728 holding.
  • Diversified Trust first reported a position in Metropolitan Bank Holding Corp in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.