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Empirical Wealth Management’s MetroCity Bankshares MCBS Stock Holding History

Empirical Wealth Management’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 		$782K Buy
21,783
+2,637
+14% +$85.9K 0.01% 477
2026
Q1 		$549K Sell
19,146
-1,268
-6% -$35.8K 0.01% 546
2025
Q4 		$542K Sell
20,414
-36,153
-64% -$964K 0.01% 482
2025
Q3 		$1.57M Buy
56,567
+9,335
+20% +$271K 0.03% 271
2025
Q2 		$1.35M Buy
47,232
+8,857
+23% +$246K 0.03% 277
2025
Q1 		$1.06M Buy
38,375
+4,138
+12% +$124K 0.03% 291
2024
Q4 		$1.09M Buy
34,237
+3,493
+11% +$113K 0.03% 270
2024
Q3 		$941K Buy
30,744
+10,293
+50% +$299K 0.03% 276
2024
Q2 		$540K Buy
20,451
+6,385
+45% +$155K 0.02% 343
2024
Q1 		$351K Buy
14,066
+472
+3% +$11.3K 0.01% 406
2023
Q4 		$327K Buy
13,594
+530
+4% +$11.3K 0.01% 383
2023
Q3 		$257K Buy
13,064
+1,936
+17% +$38.6K 0.01% 398
2023
Q2 		$199K Buy
11,128
+860
+8% +$14.4K 0.01% 442
2023
Q1 		$175K Buy
10,268
+915
+10% +$17.9K 0.01% 452
2022
Q4 		$202K Sell
9,353
-1,070
-10% -$23.3K 0.01% 436
2022
Q3 		$205K Buy
10,423
+200
+2% +$4.1K 0.01% 440
2022
Q2 		$208K Buy
+10,223
New +$212K 0.01% 436

Other funds holding MCBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's MCBS Position: Q2 2026 in Review

Empirical Wealth Management increased its MetroCity Bankshares (MCBS) stake by 14% in Q2 2026, buying an estimated $85.9K and bringing the position to 21,783 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #477.

Empirical Wealth Management first reported a position in MCBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q3 2025. 47 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Empirical Wealth Management held 21,783 shares of MetroCity Bankshares worth $782K as of Q2 2026.
  • Empirical Wealth Management bought 2,637 MetroCity Bankshares shares in Q2 2026, an estimated $85.9K.
  • MetroCity Bankshares made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Empirical Wealth Management first reported a position in MetroCity Bankshares in Q2 2022 and has held it in 17 quarters since.
  • Empirical Wealth Management's MetroCity Bankshares position peaked at $1.57M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.